Mark Weiderman Email & Phone Number
Portfolio Manager @ Manchester Financial
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Mark Weiderman Location
- Westlake Village, CA, US
Mark Weiderman Work
- 2015 -now Portfolio Manager @
- 2014 -2015 Senior Wealth Strategy Associate @
- 2013 -2014 Financial Advisor and Portfolio Manager and Analyst @
- 2005 -2013 Investment Officer @
- 1997 -2003 VP, Research and Trading @ RDM Financial Group
- 1996 -1997 Financial Analyst @ Fleet Bank
- 1990 -1996 Sales Assistant @
Mark Weiderman Education
- Fordham University
MBA (Finance)
1992-1996 - University of Rhode Island
BS (Finance)
1986-1989 - SKHS
Mark Weiderman Skills
- Asset Management
- Investments
- Portfolio Management
- Alternative Investments
- Management
- Equities
- Mutual Funds
- Wealth Management
- Financial Modeling
- Asset Allocation
- Investment Management
- Finance
- Investment Advisory
- Financial Advisory
- Trading
- Due Diligence
- Hedge Funds
- Retirement
- Strong Excel skills
- Portfolio Monitoring and Construction
- Trading & Analytical
- Client Services
- Analytical Skills
- Financial Analysis
- Financial Services
- Investment Strategies
- Construction
- Business Operations
- Investment Performance
- Accounting
- Balance
- Newsletters
- Software
- Technical Analysis
- High Net Worth Individuals
- Cash
- Planning
- Diversification
- Securities
- RIA
- Financial Statements
- Integration
- Spreadsheets
- Macro
- Returns
- Relationship Building
- Reviews
- Manager Selection
- Ideas
- Positioning
- Financial Statement
- Reporting
- Search
- Business Process
- Income
- Utilization
- Risk Tolerance
- Model Portfolios
- Research
- Attribution
- Microsoft Office
- Large Volume
- Weighting
- Marketing
- Investment Research
- Morningstar
- Investment Portfolio
- Design
- Allocations
- Business Development
- Credit
- Data Mining
- Ladder
- Accounting System
- Credit Analysis
- Operations
- Government
- Training
- Analytical Skill
- Sales
- Data Integrity
- Loans
- Services
- Settlement
- Strategy
- Equity
- Block Trading
- Financial Forecast
- Excess
- Security
- Deals
- Fashion
- Conferences
- Fixed Income
- Financial Planning
- Covenant Compliance
- Evaluations
- Networking
- Outlook
- Idea
- Lists
- Reconciliation
- Financial Markets
- DBMS
- Market Research
- Personal Development
- Security Analysis
- Business Analysis
- Horizon
- PowerPoint
- Options
- Financial Projection
- Client Accounts
Mark Weiderman Summary
- Mark Weiderman, based in Westlake Village, CA, US, is currently a Portfolio Manager at Manchester Financial. Mark Weiderman brings experience from previous roles at UBS, Merrill Lynch, New England Investment & Retirement, Inc. and RDM Financial Group. Mark Weiderman holds a 1992 - 1996 MBA in Finance @ Fordham University. With a robust skill set that includes Asset Management, Investments, Portfolio Management, Alternative Investments, Management and more. Mark Weiderman has 3 emails and 3 mobile phone numbers on RocketReach.
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