Roman Gerber Email
Head of Managed Portfolios @ Mason Stevens
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Roman Gerber Location
- Sydney, NSW, AU
Roman Gerber Work
- 2022 -now Head of Managed Portfolios @ Mason Stevens
- 2017 -2022 SMA Manager @ Mason Stevens
- 2016 -2017 Team Leader - Registry @ managedaccounts.com.au
- 2009 -2016 Head of Discretionary Portfolio Management @
- 2008 -2009 Portfolio Manager @
- 2004 -2007 Portfolio Manager, Managed Fund Program (MFP) @
- 2000 -2004 Portfolio Manager, Portfolio Management Classic @
- 1997 -2000 Special Trainee Program, JUNA @
- 1994 -1997 Banking Apprenticeship @
Roman Gerber Skills
- Portfolio Management
- Equities
- Investments
- Asset Management
- Wealth Management
- Trading
- Mutual Funds
- Investment Strategies
- Fixed Income
- Investment Advisory
- Private Banking
- Alternative Investments
- Banking
- Wealth Management Services
- Financial Advisory
- Financial Services
- Risk Management
- Management
- Asset Allocation
- Securities
- Financial Markets
- Finance
- Financial Analysis
- Public Speaking
- Sales
- Credit Risk
- Team Leadership
- Strategic Planning
- Oversight
- Construction
Roman Gerber Summary
- Roman Gerber, based in Sydney, NSW, AU, is currently a Head of Managed Portfolios at Mason Stevens. Roman Gerber brings experience from previous roles at Mason Stevens, managedaccounts.com.au and UBS Wealth Management. With a robust skill set that includes Portfolio Management, Equities, Investments, Asset Management, Wealth Management and more. Roman Gerber has 3 emails on RocketReach.
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