Marcel Theriot Email & Phone Number
SVP, Chief Financial Officer @ Houston Federal Credit Union
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Marcel Theriot Location
- Sugar Land, TX, US
Marcel Theriot Work
- 2023 -now SVP, Chief Financial Officer @
- 2014 -2023 Vice President of Finance, Investment Officer @
- 2010 -2013 Director of Fixed Income: Institutional Brokerage and Investment Advisory @
- 2008 -2010 Director | Institutional Sales (Tri-Star Financial) | Portfolio Manager (Tri-Star Advisors) @ Tri-Star Advisors
- 2007 -2008 Director - Fixed Income Investments @
- 1994 -2006 AIM Capital Management Inc. (aka INVESCO) @ Executive/Portfolio Management Positions
- 1994 -2006 Vice President | Senior Portfolio Manager @ AIM Capital Management Inc.
- 1996 -2000 Assistant Vice President | Portfolio Manager @ AIM Capital Management Inc.
Marcel Theriot Education
- Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.)
- Texas A&M University - Mays Business School
Master of Business Administration (M.B.A.) (Phi Kappa Phi Honors)
Marcel Theriot Skills
- Financial Accounting
- FP&A
- Leadership
- Strategic Planning
- Financial Management
- Asset Liability Management
- Financial Reporting
- Balance Sheet Review
- Financial Analysis
- Planning Budgeting & Forecasting
- Analytical Skills
- Accounting
- Fixed Income
- Credit Unions
- Investments
- Portfolio Management
- Cash Management
- Trading
- Risk Management
- Investment Strategies
- Investment Advisory Services
- Asset Management
- Municipal Bonds
- Investment Brokerage
- Compliance
- Agency MBS
- MBS
- Institutional Sales
- General Securities Principal
- Financial Institutions
- Money Market
- Bloomberg
- CMS Bondedge
- Yieldbook
- Microsoft Excel & PowerPoint
- Banking
- Finance
- Financial Services
- Credit
- Financial Risk
- Treasury
- Bloomberg Terminal
- Bonds
- Investment Advisory
- Series 7
- Series 63
- FINRA
- Series 24
- Wealth Management
- Registered Investment Advisor
- Series 6
- Series 65
- Community Banks
- Regional Banks
- ALM
- Series 53
- CMS
- Mutual Funds
- Treasurers
- Asset Managment
- Microsoft Excel and Powerpoint
Marcel Theriot Summary
- Marcel Theriot, based in Sugar Land, TX, US, is currently a SVP, Chief Financial Officer at Houston Federal Credit Union. Marcel Theriot brings experience from previous roles at Generations Federal Credit Union, SWBC Investments, LLC., Tri-Star Advisors and Saracen Energy Power Advisors, LP.. Marcel Theriot holds a Bachelor of Business Administration (B.B.A.) @ Texas State University-San Marcos. With a robust skill set that includes Financial Accounting, FP&A, Leadership, Strategic Planning, Financial Management and more. Marcel Theriot has 3 emails and 1 mobile phone numbers on RocketReach.
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