Marc Lieberman Email & Phone Number
Founder, Principal and Portfolio Manager @ Shorepine Wealth Management
5 free lookup(s).
Marc Lieberman Location
- California, United States
Marc Lieberman Work
- 2017 -now Founder, Principal and Portfolio Manager @
- 2002 -2017 Director of Research and Portfolio Manager @
- 2013 -2014 Past President @
- 1999 -2000 Senior Sales Assistant @ Lehman Brothers
- 1996 -1999 Customer + Advisor Service and Regional Sales Representative @
Marc Lieberman Education
- University of Vermont
Bachelor’s Degree (Natural Sciences)
1991-1996 - Kent School 1989-1991
Marc Lieberman Skills
- Bloomberg
- Microsoft Office
- Portfolio Management
- Performance Attribution
- Equities
- Asset Management
- Securities
- Equity Research
- Investment Management
- Trading
- Valuation
- Investments
- Investment Strategies
- Financial Modeling
- Strategy
- PowerPoint
- Benchmark
- Sales
- Financial Services
- SAN
- Sales Management
- Marketing
- Hospitality
- Research
- Services
Marc Lieberman Summary
- Marc Lieberman, based in California, United States, is currently a Founder, Principal and Portfolio Manager at Shorepine Wealth Management. Marc Lieberman brings experience from previous roles at Ashfield Capital Partners, LLC, CFA Society San Francisco, Lehman Brothers and John Hancock Investments. Marc Lieberman holds a 1991 - 1996 Bachelor’s Degree in Natural Sciences @ University of Vermont. With a robust skill set that includes Bloomberg, Microsoft Office, Portfolio Management, Performance Attribution, Equities and more. Marc Lieberman has 2 emails and 1 mobile phone numbers on RocketReach.
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