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Preston B Location
Fort Collins, CO, US
Preston B Work
2026 -now Associate Portfolio Manager @
2023 -2026 Investment Advisor | Trader @
2023 -2023 Hedge Fund Analyst @
2024 -2024 Student Venture Associate @
2022 -2024 CX Quality Assurance Analyst @
2021 -2022 Customer Service Representative @
2019 -2019 Pharmacy Technician @
2018 -2018 IT Technician @
Preston B Education
University of Colorado Boulder
Master of Science - MS (Finance | Track: Investment Management)
2025-2026
Utah Valley University
Bachelor of Science - BS (Finance)
2021-2024
Fossil Ridge High School
Diploma of Education
2014-2018
Preston B Skills
Market Research and Analysis
Investment Management
Microsoft Excel
R (Programming Language)
Investment Strategy Development
Portfolio Management
Financial Planning
Risk Management
Alternative Investments
Regulatory Compliance
Venture Capital
Sales and Business Development
eMoney
Operational Due Diligence
Interactive Brokers
Derivatives Trading
Hedge Funds
Data Analysis
Data Analytics
Project Management
Financial Management
Management of Financial Institutions
Microsoft Word
Microsoft PowerPoint
Python (Programming Language)
HTML
SwiftUI
RStudio
Tableau
Canva
Strategic Planning
Quality Assurance
Community Outreach
Strategic Communications
Interpersonal Skills
Cross-team Collaboration
Goal Setting
Statistics
Management Accounting
Managerial Economics
Customer Relationship Management (CRM)
Customer Experience
Information Technology
Records Management
Business Ethics
Teamwork
Communication
Public Speaking
Social Media
Leadership
Time Management
Pharmaceutics
Preston B Summary
Preston B, based in Fort Collins, CO, US, is currently a Associate Portfolio Manager at Alpha Wealth Funds. Preston B brings experience from previous roles at Alpha Wealth Funds, Utah Valley University: Wolverine Fund and Gabb. Preston B holds a 2025 - 2026 Master of Science - MS in Finance | Track: Investment Management @ University of Colorado Boulder. With a robust skill set that includes Market Research and Analysis, Investment Management, Microsoft Excel, R (Programming Language), Investment Strategy Development and more. Preston B has 1 emails on RocketReach.
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