Shari Walton Email & Phone Number
Vice President, Lead Investment Research Analyst (Fixed Income) @ Wells Fargo
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Shari Walton Location
- Minneapolis, MN, US
Shari Walton Work
- Vice President, Lead Investment Research Analyst (Fixed Income) @ (April 2024 - Present)
- Director, Sr. Fixed Income Research Analyst @ (April 2017 - May 2023)
- Assistant Vice President, Commercial Real Estate Analyst @ (August 1998 - April 2017)
- Investment Administration @ Investment Advisers Inc. (November 1997 - August 1998)
- Investment Administration @ (February 1994 - November 1997)
Shari Walton Education
- University of St. Thomas - Opus College of Business
Master of Business Administration (M.B.A.) (Equity Analyst and Portfolio Manager for Aristotle Investment Fund, 2016-2017)
2015-2019 - University of St. Thomas - Opus College of Business
B.A. (Major in Finance, Minor in Economics)
2008
Shari Walton Skills
- Equities
- Portfolio Management
- Financial Modeling
- Forecasting
- Commercial Mortgage
- Due Diligence
- Investments
- Microsoft Excel
- Asset Management
- Reo Management
- Finance
- Fixed Income
- Financial Analysis
- Valuation
- Mutual Funds
- Real Estate
- Credit
- Leadership
- Commercial Real Estate
- Loans
- Management
- Real Estate Economics
- Real Estate Transactions
- Risk Management
- Accounting
- Microsoft Office
- Securities
- Investment Management
- Commercial Mortgage Underwriting
- Commercial Mortgage Origination
- Project Management
- Credit Analysis
- Credit Risk
- Bloomberg
- Equity Research
- Equity Valuation
- Fixed Income Analysis
- Financial Statement Analysis
- Real Estate Investment Trust
- Financial Accounting
- DCF Valuation
- Bloomberg Terminal
Shari Walton Summary
- Shari Walton, based in Minneapolis, MN, US, is currently a Vice President, Lead Investment Research Analyst (Fixed Income) at Wells Fargo. Shari Walton brings experience from previous roles at Nuveen, a TIAA company, Investment Advisers Inc. and Advantus Capital Management. Shari Walton holds a 2015 - 2019 Master of Business Administration (M.B.A.) in Equity Analyst and Portfolio Manager for Aristotle Investment Fund, 2016-2017 @ University of St. Thomas - Opus College of Business. With a robust skill set that includes Equities, Portfolio Management, Financial Modeling, Forecasting, Commercial Mortgage and more. Shari Walton has 1 emails and 1 mobile phone numbers on RocketReach.
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