Justin Epstein Email & Phone Number
Director: Fixed Income Portfolio Specialist @ iM Global Partner
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Justin Epstein Location
- New York, NY, US
Justin Epstein Work
- 2022 -now Director: Fixed Income Portfolio Specialist @
- 2021 -2022 Vice-President: Multi-Asset Model Portfolios Client Portfolio Manager @
- 2018 -2021 Vice-President: Fixed Income Product Due Diligence Research Manager @
- 2015 -2018 Vice-President: Customized Managed Accounts Credit Strategist @
- 2010 -2015 Separately Managed Accounts Portfolio Specialist and Regional Sales Consultant @
- 2006 -2010 Separately Managed Accounts Multi-Asset Trader @ PIMCO/Allianz Global Investors
- 2004 -2006 Senior Associate: Global Wealth Management @
Justin Epstein Education
- The Pennsylvania State University
Bachelor of Science (B.S.) (Finance)
2000-2004
Justin Epstein Skills
- Series 7
- Series 63
- Series 65
- Mutual Funds
- Asset Allocation
- Alternative Investments
- Uniform Combined State...
- Separately Managed...
- Securities
- Asset Management
- Investments
- Investment Management
- Bonds
- Hedge Funds
- Wealth Management
- ETFs
- Fixed Income
- Equities
- Portfolio Management
- Public Speaking
- Sales
- Capital Markets
- Caia
- Business Analysis
- New York Society Of Security Analysts
- Series 66
- Alternative Investment Strategies
- Financial Services
- Uniform Combined State Law
- Investment Strategies
- Marketing
- Separately Managed Accounts
- Financial Analysis
- Chartered Alternative Investment Analyst
- Nyssa
- Research
- University Park
- Consolidate
- Soccer
- Executive Management
- Trading Systems
- Insurance Planning
- Conceptual Modeling
- Proposal Writing
- Electronics
- Management
- Merrill Lynch
- Promoting
- Performance Metrics
- Strategy
- Trimming
- Statistics
- Market Planning
- Emerging Leaders
- Science
- Handling Money
- Cross Functional Team Leadership
- Central Point
- Accounting
- Dealers
- Undergraduate
- Banking
- Managerial Finance
- Project Management
- Microsoft Excel
- Cost Savings
- Pennsylvania
- Client Accounts
- Scrutinizing
- Capital
- Retirement
- Private Clients
- Trading
- Rebalancing
- Security
- Sage Act
- Morningstar
- Microsoft Office
- Analysis
- Hockey
- Business Development
- Shoring
- Uniform Combined State
- PMO
- Dividends
- Roller
- Liability
- New York
- Construct
- Cash
- Portfolio
- Staff Development
- Usa
- Guided Tours
- International
- High Net Worth Individuals
- Finance
- Equity Research
- CAP
- Flows
- Optimization Models
- Feasibility Studies
- Admissions
- Commercial Banking
- Oversight
- Managing Accounts
- Project Planning
- Evaluation
- Reviews
- Separately Managed
- Operational Risk
- Funding
Justin Epstein Summary
- Justin Epstein, based in New York, NY, US, is currently a Director: Fixed Income Portfolio Specialist at iM Global Partner. Justin Epstein brings experience from previous roles at Morgan Stanley, HSBC and BNY Mellon. Justin Epstein holds a 2000 - 2004 Bachelor of Science (B.S.) in Finance @ The Pennsylvania State University. With a robust skill set that includes Series 7, Series 63, Series 65, Mutual Funds, Asset Allocation and more. Justin Epstein has 2 emails and 2 mobile phone numbers on RocketReach.
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