Richard Jerbi Email & Phone Number
Senior Vice President, Equities and Alternative Investments @ White Mountains Advisors
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Richard Jerbi Location
- Guilford, CT, US
Richard Jerbi Work
- Senior Vice President, Equities and Alternative Investments @ (January 2017 - Present)
- Investment Grade Bonds - Corporate Credit Analyst @ (January 2013 - December 2016)
- Member @ (April 2021 - Present)
- Director Of Financial Reporting @ (April 2004 - March 2013)
- Senior Financial Consultant @ Parson Consulting (April 2000 - March 2004)
Richard Jerbi Education
- Harvard Business School
PLD (Program for Leadership Development (EMBA alternative))
- Institut Des Hautes Etudes Commerciales (IHEC),
Bachelor of Business Administration - BBA
- Yale School of Management
Advanced Risk and Investment Management Certificate
- D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (MBA)
Richard Jerbi Skills
- Portfolio Management
- Financial Reporting
- Due Diligence
- U.S. SEC Filings
- Asset Management
- Asset Allocation
- Risk Management
- Business Development
- Private Equity
- Venture Capital
- Equities
- Mergers & Acquisitions (M&A)
- Investments
- Financial Modeling
- Trading
- Tradeweb
- Team Leadership
- Talent Management
- Executive Management
- IDC (Vantage 360)
- Sell-side research platforms
- Deal Sourcing
- Trade Ideas Generation
- Compliance
- Corporate Bonds
- Partner Documentation
- Aduits & Regulatory Matters
- Bloomberg Professional
- Moody’s
- CreditSights
- Preqin
- MarketAxess BondTicker
- Advent Geneva
- State Street PAM
- S&P Capital IQ
- Credit Analysis
- Financial Analysis
- Public Speaking
- Fixed Income
- Bloomberg
- Fixed Income Portfolio Management
- Finance
- Investment Portfolios
- Financial Markets
- Business Analysis
- strategic analysis
- Microsoft PowerPoint
- Microsoft Excel
Richard Jerbi Summary
- Richard Jerbi, based in Guilford, CT, US, is currently a Senior Vice President, Equities and Alternative Investments at White Mountains Advisors. Richard Jerbi brings experience from previous roles at White Mountains Advisors, HBS Alumni Angels of Greater New York, White Mountains and Parson Consulting. Richard Jerbi holds a PLD in Program for Leadership Development (EMBA alternative) @ Harvard Business School. With a robust skill set that includes Portfolio Management, Financial Reporting, Due Diligence, U.S. SEC Filings, Asset Management and more. Richard Jerbi has 3 emails and 1 mobile phone numbers on RocketReach.
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