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Michael Gebhardt Location
Denver, CO, US
Michael Gebhardt Work
2018 -now Vice President - Portfolio Specialist @
2017 -2018 Vice President, Investment Analyst @
2014 -2017 Investment Analyst @
2012 -2014 Research Associate @
2012 -2012 Credit Analyst - Contract Position through Kforce Inc. @
2004 -2005 Financial Advisor @
2003 -2004 Municipal Bond Analyst Intern @ George K. Baum & Company
Michael Gebhardt Education
University of Denver - Daniels College of Business
MBA (Global Finance)
2009-2011
University of Colorado Boulder - Leeds School of Business
Bachelor of Business Administration (BBA) (Finance)
1999-2004
CFA Institute
Michael Gebhardt Skills
Microsoft Excel
Portfolio Management
Microsoft Office
Equity Research
Investments
Series 7
Equities
Asset Management
Financial Modeling
Finance
Financial Analysis
Mutual Funds
Risk Management
Valuation
Michael Gebhardt Summary
Michael Gebhardt, based in Denver, CO, US, is currently a Vice President - Portfolio Specialist at Copeland Capital. Michael Gebhardt brings experience from previous roles at Envestnet, Inc, Kummer Financial Strategies, Inc. and Wells Fargo. Michael Gebhardt holds a 2009 - 2011 MBA in Global Finance @ University of Denver - Daniels College of Business. With a robust skill set that includes Microsoft Excel, Portfolio Management, Microsoft Office, Equity Research, Investments and more. Michael Gebhardt has 2 emails and 1 mobile phone numbers on RocketReach.
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