Phu O Email & Phone Number
Portfolio and Wealth Manager @ Sheets Smith Wealth Management, Inc.
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Phu O Location
- Laval, QC, CA
Phu O Work
- 2012 - now Portfolio and Wealth Manager @
- 2002 - 2010 Lead Manager of Small-Cap Core Equity Portfolio @
- 2000 - 2010 Portfolio Manager @
- 1997 - 1999 Team Coordinator of the Mutual Fund Desk @
Phu O Education
- Duquesne University
Master of Business Administration (Finance)
2000 - 2003 - Villanova University
Bachelor of Science (Business Administration)
1993 - 1997
Phu O Skills
- Alternative Investments
- Investment Strategies
- Investment Advisory
- Equities
- Mutual Funds
- Bloomberg
- Asset Management
- Emerging Markets
- Valuation
- Trading
- Investments
- Portfolio Management
- Asset Managment
- Management
- Asset Allocation
- Strategy
- Fixed Income
- Investment Management
- Hedge Funds
Phu O Summary
- Phu O, based in Laval, QC, CA, is currently a Portfolio and Wealth Manager at Sheets Smith Wealth Management. Phu O brings experience from previous roles at C. S. McKee L. P. and United Asset Management. Phu O holds a 2000 - 2003 Master of Business Administration in Finance @ Duquesne University. With a robust skill set that includes Alternative Investments, Investment Strategies, Investment Advisory, Equities, Mutual Funds and more. Phu O has 1 emails on RocketReach.
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Phu O
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