David Zee Location
- Los Angeles, CA, US
David Zee Work
- 2022 - now Head of Research Technology @
- 2018 - now Senior Vice President, Global Manager Research @
- 2013 - 2018 Vice President, Manager Research and Portfolio Management @
- 2006 - 2013 Global Equity Portfolio Manager and Strategist @
- 2001 - 2005 AVP, Portfolio Manger and Investment Research Analyst @
- 1997 - 2001 Investment Specialist @
David Zee Education
- Loyola Marymount University 2000 - 2002
- UC San Diego 1989 - 1994
David Zee Skills
- Baskets
- Trading
- Structures
- Wealth Management
- Equities
- Northfield and Barra Risk Analytics
- Financial Analysis
- Fundamental Analysis
- Equity
- SAN
- Code Coverage
- Chartered Financial Analyst
- Analysts
- Analytical Skills
- Business Development
- Securities
- Derivatives
- Capital
- FactSet
- Questionnaires
- Optimization
- Investment Management
- Traders
- Committees
- Portfolio Management
- Microsoft Office
- Economics
- Institutional
- Valuation
- Investment Policy
- Swaps
- Stocks
- Financial Modeling
- Asset Management
- Sales
- Inflation
- Strategy Implementation
- Portfolio Managers
- Fixed Income
- Scenario Analysis
- Marketing
- Due Diligence
- Investment Strategies
- Asset Allocation
- Fixed Income Analysis
- Strategy
- Equity Research
- Macro
- Risk Management
- MBA
- Presentations
- Benchmark
- Income
- Capital Markets
- Investment Research
- Bloomberg
- Business Analysis
- Risk Analytics
- Fiduciary
- Core Competences
- Research
- Retail
- Investments
David Zee Summary
- David Zee, based in Los Angeles, CA, US, is currently a Head of Research Technology at Callan. David Zee brings experience from previous roles at Callan, Wilshire Associates, Payden & Rygel and Wells Fargo. David Zee holds a 2000 - 2002 Loyola Marymount University. With a robust skill set that includes Baskets, Trading, Structures, Wealth Management, Equities and more. David Zee has 5 emails and 3 mobile phone numbers on RocketReach.
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