David Hillner Email & Phone Number
Portfolio Manager - Director of Investments @ Private Wealth Asset Management
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David Hillner Location
- San Antonio, TX, US
David Hillner Work
- 2021 -now Portfolio Manager - Director of Investments @
- 2017 -2021 Investment Management Specialist @
- 2014 -2017 Performance and Reporting Specialist @
- 2013 -2013 Grant Writing Intern @
- 2012 -2013 English Teacher @ 华中师大一附中 (Hua Shi Yi Fu Zhong)
- 2011 -2011 Tutor of Statistics and Economics @
- 2011 -2011 Research Assistant @
David Hillner Education
- The University of Texas at San Antonio
Master’s Degree (Business Administration - Finance Concentration)
2014-2015 - Azusa Pacific University
Bachelor of Arts (Economics)
2009-2011
David Hillner Skills
- Wealth Management
- Investment Management
- Portfolio Management
- Account Management
- Customer Satisfaction
- Equities
- Fixed Income
- Financial Planning
- Investments
- Trading
- Finance
- Financial Analysis
- Strategy
- Asset Allocation
- Research
- Strategic Planning
- Microsoft Excel
- Problem Solving
- Customer Service
- Training
- Investment Research
- CFA
- Chartered Financial Analyst
- Operations Support
- Investment Portfolios
- Fixed Income Analysis
- Quantitative Risk Analysis
- Private Wealth Asset Management
- Investment Committee
- ESG Investing
- Financial Resources Optimization
- Money Movement
- Portfolio Proposals
- Market Data Analysis
- Tradeoff Metrics
David Hillner Summary
- David Hillner, based in San Antonio, TX, US, is currently a Portfolio Manager - Director of Investments at Private Wealth Asset Management. David Hillner brings experience from previous roles at Wells Fargo, Aspect Wealth Management, Plant With Purpose and 华中师大一附中 (Hua Shi Yi Fu Zhong). David Hillner holds a 2014 - 2015 Master’s Degree in Business Administration - Finance Concentration @ The University of Texas at San Antonio. With a robust skill set that includes Wealth Management, Investment Management, Portfolio Management, Account Management, Customer Satisfaction and more. David Hillner has 2 emails on RocketReach.
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