Pete Madrid Email & Phone Number
Assistant Plan Administrator, Investments
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Pete Madrid Location
- Merced, CA, US
Pete Madrid Work
- 2024 -now Assistant Plan Administrator, Investments @ Merced County Employees' Retirement Association
- 2021 -2024 Associate Consultant @
- 2020 -2021 Consulting Associate @
- 2018 -2020 Associate Consultant @
- 2016 -2018 Investment Associate @
- 2014 -2016 Investment Analyst @
- 2006 -2014 Operations Management @ BostonCoach
Pete Madrid Education
- Saint Mary's College of California
Master's Degree (Financial Analysis and Investment Management)
2013-2014 - San Francisco State University
Bachelor of Science (BS) (Business, Marketing)
Pete Madrid Skills
- Microsoft Excel
- Customer Service
- PowerPoint
- Financial Analysis
- Investments
- Operations Management
- Financial Modeling
- Financial Reporting
- Financial Statement Analysis
- Statistics
- Office Administration
- Microsoft Word
- Analysis
- Microsoft Office
- Valuation
- Management
- Equity Valuation
- Client Billing
- Client Co-ordination
- Asset Management
- Portfolio Management
- Asset Allocation
- Finance
- Client Contact
- Employee Training
- Presentations
- Performance Measurement
- Proofreading
- Price Quotes
- Process Improvement
- Supervisory Skills
- Business Analysis
- Investment Research
- Rebalancing
- Portfolio Performance Analysis
- Institutional Investments
- Project Management
- Business Development
- Client Co Ordination
- Proposal Writing
- Financial Statement
- Public Speaking
- Investment Performance
- Investment Consulting
- Market Research
- Investment Advisory
- Due Diligence
- Client Service
- Investment Policy Development
Pete Madrid Summary
- Pete Madrid, based in Merced, CA, US, is currently a Assistant Plan Administrator, Investments at Merced County Employees' Retirement Association. Pete Madrid brings experience from previous roles at RVK, Inc. and Verus. Pete Madrid holds a 2013 - 2014 Master's Degree in Financial Analysis and Investment Management @ Saint Mary's College of California. With a robust skill set that includes Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Investments and more. Pete Madrid has 1 mobile phone numbers on RocketReach.
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