2011 -2020 Portfolio Manager, Head of Fixed Income @ Private Management Group
2008 -2011 Chief Financial Officer and Controller @ HFE, LP
now Purchasing @
now Accounting Associate @
now Accounting Associate @
Ryan Lockwood Education
University of Southern California
Master's degree (Business Taxation)
2004-2005
University of Southern California
Bachelor's degree (Accounting)
2000-2004
Ryan Lockwood Skills
Financial Accounting
Financial Modeling
Business Valuation
Portfolio Management
Asset Management
Equities
Equity Research
Investments
Fixed Income
Capital Markets
Financial Analysis
Valuation
Risk Management
Economics
Trading
Equity Trading
Financial Services
Credit
Accounting
Microsoft Office
Bloomberg
Microsoft Excel
Visual Basic for Applications (VBA)
SQL
Microsoft Word
Windows
Client Relations
Client Services
Equity Valuation
Investment Valuation
Fixed Income Analysis
Fixed Income Portfolio Management
Fixed Income Strategies
Allocations
Bloomberg API
Business Strategy
Ryan Lockwood Summary
Ryan Lockwood, based in Irvine, CA, US, is currently a Chief Financial Officer at SmartFinancial. Ryan Lockwood brings experience from previous roles at CarParts.com, Private Management Group and HFE, LP. Ryan Lockwood holds a 2004 - 2005 Master's degree in Business Taxation @ University of Southern California. With a robust skill set that includes Financial Accounting, Financial Modeling, Business Valuation, Portfolio Management, Asset Management and more. Ryan Lockwood has 2 emails and 3 mobile phone numbers on RocketReach.
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