2001 -2008 Institutional Account Executive and Senior Portfolio Analyst and Mortgage Trader and Financial Analyst @ Washington Mutual/WaMu Capital Corp
Sam Swartz Education
Seattle University
MBA
2011-2013
Western Washington University
BA in Business Administration (Finance Concentration, Minor Economics)
1997-2001
Sam Swartz Skills
Portfolio Management
Asset Allocation
Investment Management
Investments
Financial Modeling
Asset Management
Hedge Funds
Series 7
Securities
Microsoft Excel
Equities
Fixed Income
Alternative Investments
Equity Research
Bloomberg
Sam Swartz Summary
Sam Swartz, based in Seattle, WA, US, is currently a Director, Custom Core Portfolio Management at Parametric. Sam Swartz brings experience from previous roles at Parametric, Parametric Portfolio Associates and Washington Mutual/WaMu Capital Corp. Sam Swartz holds a 2011 - 2013 MBA @ Seattle University. With a robust skill set that includes Portfolio Management, Asset Allocation, Investment Management, Investments, Financial Modeling and more. Sam Swartz has 2 emails and 1 mobile phone numbers on RocketReach.
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