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Troy Lerche Location
Jacksonville, FL, US
Troy Lerche Work
Private Wealth Advisor @ (January 2024 - Present)
Director of Wealth Management @ (April 2021 - December 2023)
Head of Asset Management and Trading and Financial Planning @ FirstWave Financial (February 2014 - April 2021)
Cash and Investment Supervisor @ (July 2013 - February 2014)
Tax Specialist I @ (November 2011 - February 2014)
Equity Trader @ ICC Capital Management (November 2007 - July 2013)
Operations Analyst @ ICC Capital Management (November 2006 - November 2007)
Troy Lerche Education
University of Central Florida
BSBA (Finance)
Troy Lerche Skills
Fixed Income
Equities
Investments
Trading
Finance
Equity Trading
Asset Allocation
Financial Modeling
Asset Managment
Financial Analysis
Bloomberg
Portfolio Management
Microsoft Excel
Asset Management
Cash Management
Account Reconciliation
Bloomberg Terminal
Bonds
Securities
Mutual Funds
Analysis
Financial Markets
Trading Systems
Options
Leadership
Accounting
Financial Reporting
Troy Lerche Summary
Troy Lerche, based in Jacksonville, FL, US, is currently a Private Wealth Advisor at Davis Capital Management LLC. Troy Lerche brings experience from previous roles at Camarda Wealth Advisory Group, FirstWave Financial, Orange County Government and H&R Block. Troy Lerche holds a BSBA in Finance @ University of Central Florida. With a robust skill set that includes Fixed Income, Equities, Investments, Trading, Finance and more. Troy Lerche has 2 emails and 1 mobile phone numbers on RocketReach.
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