Assistant Vice President | Equity Research Analyst@ UMB Bank
Overland Park, Kansas, United States
Daniel R. Trgovich, CFA
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Canterbury High School
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FlashIntel GPTDaniel R. Trgovich, CFA is a highly experienced Chartered Financial Analyst and Certified Valuation Analyst with 14.2 years of work experience. He specializes in investments, equities, financial modeling, fixed income, portfolio management, economics, valuation, venture capital, sell side, capital markets, asset allocation, and equity research. He has worked at reputable companies such as Socium Advisors, UMB Bank, Morgan Stanley, and Morgan Stanley, where he held various positions in research, equity research, and institutional equity and fixed income brokerage. Daniel R. Trgovich, CFA is based in Overland Park, Kansas, United States.
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Emails and Phone Numbers
About
Specialties: Chartered Financial Analyst, Certified Valuation Analyst
Work Experience
Assistant Vice President | Equity Research Analyst
Financial Services
Daniel R. Trgovich, CFA's Professional Milestones
- Assistant Vice President | Equity Research Analyst (2011-09-01~): Streamlined financial analysis processes, enhancing financial clarity and enabling informed decision-making for the organization.
- Institutional Equity And Fixed Income Broker (2009-08-01~2010-05-01): Negotiated and executed successful investment and fixed income strategies for clients.
Education
Skill
Investments
Equities
Financial Modeling
Fixed Income
Portfolio Management
Economics
Valuation
Venture Capital
Sell Side
Capital Markets
Asset Allocation
Equity Research
Certification
Colleagues
Paul Williamson
President | Regional Chief Executive Officer | Colorado
Dana Farmer
owner at crosstalk productions
Sean Desmond, MPM, PMP
Project Manager | Program Manager | Business Owner
Shawn Mehaffie
application developer iv at umb bank and owner pcresources llc
David Hardy
Chief Executive Officer
Other Named Daniel R. Trgovich, CFA
Frequently asked questions
We found 3 Daniel R. Trgovich, CFA's email addresses
We found 2 Daniel R. Trgovich, CFA's phone numbers
Daniel R. Trgovich, CFA works for UMB Bank
Daniel R. Trgovich, CFA's role in UMB Bank is Assistant Vice President | Equity Research Analyst
Daniel R. Trgovich, CFA works in the industry of Financial Services
Daniel R. Trgovich, CFA's colleagues are Paul Williamson,Dana Farmer,Sean Desmond, MPM, PMP
Daniel R. Trgovich, CFA's latest job experience is Assistant Vice President | Equity Research Analyst at UMB Bank
Daniel R. Trgovich, CFA's latest education in Canterbury High School
