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Gregory Lavine Location
Providence, RI, US
Gregory Lavine Work
Director of Fixed Income @ (May 2023 - Present)
Vice President Fixed Income Investments @ (April 2015 - May 2023)
Managing Advisor @ (January 2010 - March 2015)
Credit Analyst @ (January 2008 - January 2010)
Financial Advisor @ (January 2005 - January 2008)
Gregory Lavine Education
University of Vermont
BS (Professional Accounting)
1998-2002
Providence Country Day School 1994-1998
Gregory Lavine Skills
Asset Allocation
Asset Management
Bonds
CFA
Certified Financial Planner
Endowments
Equities
Finance
Financial Analysis
Financial Planning
Fixed Income
Investment Advisory
Investment Strategies
Management
Municipal Bond Management
Municipal Bonds
Portfolio Management
Private Equity
Private Wealth Management
Risk Tolerance Measurement
Strategic Financial Planning
Trading
Wealth Management
Wealth Management Services
Databases
Testing
Microsoft Office
Quality Center
Microsoft Excel
Business Analysis
Quality Assurance
Visio
Microsoft Word
Analysis
PowerPoint
Access
Business Process
Project Management
Editing
Mercury QuickTest Pro
Test Automation
Customer Service
Troubleshooting
SDLC
English
QTP
LoadRunner
Load Testing
Software Quality Assurance
Social Media
Mobile Testing
Outlook
Software Development Life Cycle
Strategic Planning
ColdFusion
Gregory Lavine Summary
Gregory Lavine, based in Providence, RI, US, is currently a Director of Fixed Income at Parsons Capital Management, Inc.. Gregory Lavine brings experience from previous roles at Moors & Cabot, Altfest Personal Wealth Management, Boston Private and Merrill Lynch. Gregory Lavine holds a 1998 - 2002 BS in Professional Accounting @ University of Vermont. With a robust skill set that includes Asset Allocation, Asset Management, Bonds, CFA, Certified Financial Planner and more. Gregory Lavine has 2 emails and 1 mobile phone numbers on RocketReach.
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