Dave baker
Gestionnaire de Portefeuille-Actions chez Moisand Fitzgerald Tamayo LLC
Profil
Mr. Dave baker is a Portfolio Manager at Moisand Fitzgerald Tamayo LLC.
He manages the daily custodian reconciliation reports to ensure all accounts contain accurate and up-to-date information.
He reconciles client portfolios to confirm they are in agreement with their Investment Policy Statement.
Heworks closely with the Financial Planning Department to initiate trades in client accounts as needed.
He received his undergraduate degree from the University of Central Florida.
Postes actifs de Dave baker
| Sociétés | Poste | Début |
|---|---|---|
Moisand Fitzgerald Tamayo LLC
 Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US. | Gestionnaire de Portefeuille-Actions | 01/01/2014 |
Formation de Dave baker
| University of Central Florida | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Moisand Fitzgerald Tamayo LLC
Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US. | Finance |
