Vice President, Investments @ (February 2023 - November 2024)
AVP, Investments @ (September 2020 - February 2023)
Market Analyst @ (August 2017 - September 2020)
Research Associate Officer @ (November 2013 - August 2017)
Investment Analyst @ (October 2009 - June 2011)
Financial Analyst @ (June 2009 - September 2009)
Intern @ (June 2008 - May 2009)
Intern @ (June 2007 - August 2007)
John Shahda Education
UNC Kenan-Flagler Business School
MBA (Investments & Entrepreneurship)
2011-2013
Siena University
B.S. (Finance)
2005-2009
John Shahda Skills
Accounting
Asset Allocation
Asset Management
Bloomberg
Client Servicing
Communication
Diversity & Inclusion
Due Diligence
Equities
Finance
Financial Advisory
Financial Analysis
Financial Modeling
Fixed Income
Investment Strategy
Investments
Market Research
Mindfulness
Morningstar
Multi-Cultural Team Leadership
Mutual Funds
Portfolio Management
Portfolio Managmenet
Series 7
Social Inclusion
Talent Management
Teamwork
Valuation
John Shahda Summary
John Shahda, based in Bradenton, FL, US, is currently a Vice President, Investment Strategy and Platform at Concurrent. John Shahda brings experience from previous roles at Dynasty Financial Partners and AllianceBernstein. John Shahda holds a 2011 - 2013 MBA in Investments & Entrepreneurship @ UNC Kenan-Flagler Business School. With a robust skill set that includes Accounting, Asset Allocation, Asset Management, Bloomberg, Client Servicing and more. John Shahda has 2 emails and 1 mobile phone numbers on RocketReach.
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