operations strategy associate at coastal bridge advisors@ Coastal Bridge Advisors
West Haven, Connecticut, United States
Bill Garcia
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Western New England University
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FlashIntel GPTBill Garcia is a highly experienced Performance Analyst with 18.4 years of work experience. He possesses a wide range of skills including Microsoft Excel, Microsoft Office, asset allocation, social networking, data analysis, and investment strategies. Based in the United States, Bill currently works at Fiduciary Investment Advisors, LLC. He has also worked at the New Haven Board of Education as a Business Information Analyst and Reading Department Facilitator and Teacher. With a strong background in financial modeling and performance measurement, Bill is a valuable asset in the field of investment management.
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About
Performance Analyst at Fiduciary Investment Advisors, LLC
Work Experience
operations strategy associate at coastal bridge advisors
Financial Services
Bill Garcia's Professional Milestones
- Reading Department Facilitator And Teacher (2005-05-01~2010-08-01): Creating a collaborative and engaging learning environment to foster student learning and engagement.
- Business Information Analyst (2011-05-01~2011-08-01): Generated data insights to optimize company-wide financial performance.
Education
Business,
Business Finance,
Finance,
Bachelors,
Bachelor Of Science
2008-2012Skill
Microsoft Excel
Microsoft Office
Asset Allocation
Social Networking
Data Analysis
Investment Strategies
Mutual Funds
Market Research
Financial Modeling
Investment Management
Performance Measurement
Portfolio Optimization
Account Management
Data Mining
Portfolio Management
Performance Management
Sap Netweaver
Trading Strategies
Investment Performance
Performance Analysis
Financial Projections
Tactical Asset Allocation
Client Communications
Certification
Colleagues
Bill Loftus
founding partner at coastal bridge advisors
Julie Streenz
director of advisory services at coastal bridge advisors
David James
managing director at coastal bridge advisors
Deirdre C.
director of marketing coastal bridge advisors | new business development expert
Matthew Marini, CFP®
Advisor
Other Named Bill Garcia
Frequently asked questions
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Bill Garcia's social media include: Linkedin,
Bill Garcia works for Coastal Bridge Advisors
Bill Garcia's role in Coastal Bridge Advisors is operations strategy associate at coastal bridge advisors
Bill Garcia works in the industry of Financial Services
Bill Garcia's colleagues are Bill Loftus,Julie Streenz,David James
Bill Garcia's latest job experience is operations strategy associate at coastal bridge advisors at Coastal Bridge Advisors
Bill Garcia's latest education in Western New England University
