David Moniz Email & Phone Number
Vice President and Portfolio Manager @ The Haverford Trust Company
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David Moniz Location
- Wayne, PA, US
David Moniz Work
- 2021 -now Vice President and Portfolio Manager @
- 2015 -2021 Senior Investment Officer @
- 2012 -2015 Trust Operations Manager @
- 2007 -2012 Trust Operations Specialist @
- 2006 -2007 Credit Analyst @ Yellowbook
David Moniz Education
- Penn State University
Master of Business Administration (MBA)
2008-2011 - Penn State University
Bachelor's degree (Finance, General)
2000-2005
David Moniz Skills
- Series 7
- Series 63
- Fixed Income
- Microsoft Excel
- Equities
- Investments
- Mutual Funds
- Finance
- Series 65
- Bloomberg
- Credit Risk
- Strategic Financial Planning
- Derivatives
- Alternative Investments
- Portfolio Management
- Asset Allocation
- Asset Management
- Chartered Financial Analyst
- Leadership
- Accounting
- Payments
- Overdrafts
- MS Excel
- Market Data
- Settlement
- Reviews
- Materials
- Software
- Operations
- Client Accounts
- Sungard
- Visual Basic
- Cash
- Training
- Formulas
- Htc
- SQL
- Security
- Income
- Presentations
- Allocations
- Databases
David Moniz Summary
- David Moniz, based in Wayne, PA, US, is currently a Vice President and Portfolio Manager at The Haverford Trust Company. David Moniz brings experience from previous roles at The Haverford Trust Company and Yellowbook. David Moniz holds a 2008 - 2011 Master of Business Administration (MBA) @ Penn State University. With a robust skill set that includes Series 7, Series 63, Fixed Income, Microsoft Excel, Equities and more. David Moniz has 2 emails and 1 mobile phone numbers on RocketReach.
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