David Oceguera Email & Phone Number
Vice President, Financial Institutions Group @ The KeyState Companies
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David Oceguera Location
- Henderson, NV, US
David Oceguera Work
- 2025 -now Vice President, Financial Institutions Group @
- 2023 -2025 Sr. Portfolio Manager @
- 2021 -2023 Investment Portfolio Manager II @
- 2018 -2021 Investment Portfolio Manager I @
- 2018 -2018 Investment Operations Specialist @
- 2017 -2017 Investment Operations Associate @
- 2015 -2017 Bank Teller @
David Oceguera Education
- California State University-Long Beach
Bachelor’s Degree (Finance and Financial Management Services)
2012-2017
David Oceguera Skills
- Problem Solving
- Investment Portfolios
- Investment Management
- Microsoft Excel
- Financial Analysis
- Portfolio Management
- Finance
- Investments
- Research
- Financial Services
- Asset Management
- Capital Markets
- Fixed Income
- Financial Modeling
- Valuation
- Equities
- Project Management
- Due Diligence
- Risk Management
- Banking
- Quantitative Analytics
- Asset Allocation
- Derivatives
- Financial Markets
- Hedge Funds
- Investment Strategies
- Wealth Management
- Microsoft Word
- Microsoft Office
- Microsoft PowerPoint
- Python (Programming Language)
- Bloomberg
- Team Leadership
- Leadership
- Time Management
- Public Speaking
- Teamwork
- Management
- Team Building
- Communication
- Portfolio Performance Analysis
- Experienced Sales Professional
- Economic Research
- Provide exceptional Customer Service
- Self Starter
David Oceguera Summary
- David Oceguera, based in Henderson, NV, US, is currently a Vice President, Financial Institutions Group at The KeyState Companies. David Oceguera brings experience from previous roles at The KeyState Companies, Wells Fargo and The TCW Group. David Oceguera holds a 2012 - 2017 Bachelor’s Degree in Finance and Financial Management Services @ California State University-Long Beach. With a robust skill set that includes Problem Solving, Investment Portfolios, Investment Management, Microsoft Excel, Financial Analysis and more. David Oceguera has 2 emails and 2 mobile phone numbers on RocketReach.
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