Wesley B Email & Phone Number
Family Office Director @ The Kislak Organization
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Wesley B Location
- Hialeah, FL, US
Wesley B Work
- Family Office Director @ (January 2022 - Present)
- Senior Family Office Advisor @ (March 2017 - December 2021)
- Senior Financial Analyst @ (January 2016 - March 2017)
- Family Office Financial Analyst @ (January 2014 - December 2015)
- Board Member @ (July 2018 - June 2020)
- Adjunct Instructor @ (October 2018 - November 2018)
- Lead Fund Manager @ (January 2012 - December 2013)
Wesley B Education
- Barry University
Bachelor of Science (BS) (Finance, General)
2012-2013
Wesley B Skills
- Leadership
- Microsoft Office
- Valuation
- PowerPoint
- Microsoft Excel
- Microsoft Word
- Equities
- Financial Modeling
- Economics
- Customer Service
- Time Management
- Portfolio Management
- Financial Statement Analysis
- Research
- Quantitative Analytics
- Equity Valuation
- Equity Trading
- Fundamental Analysis
- Trading Strategies
- Financial Markets
- Equity Research
- Quantitative Finance
- Trading
- Fixed Income
- Data Analysis
- Hedge Funds
- Team Leadership
- Derivatives
- Asset Management
- Macroeconomics
- Investment Management
- Equity Derivatives
- Leadership Development
- Capital Markets
- Financial Literacy Training
- Plastering
- Stucco
- VBA
- Emerging Markets
- Options
- Asset Allocation
- Submittals
- Certified Payroll
- Grant Writing
- Capital IQ
- Technical Analysis
- Alternative Investments
- Addepar
Wesley B Summary
- Wesley B, based in Hialeah, FL, US, is currently a Family Office Director at The Kislak Organization. Wesley B brings experience from previous roles at The Kislak Organization and CFA Society of South Florida. Wesley B holds a 2012 - 2013 Bachelor of Science (BS) in Finance, General @ Barry University. With a robust skill set that includes Leadership, Microsoft Office, Valuation, PowerPoint, Microsoft Excel and more. Wesley B has 1 emails and 1 mobile phone numbers on RocketReach.
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