We found the following information about Chuck Napp at Portfolio Evaluations, Inc., where Chuck Napp has worked as a Director Client Services Group since 2013. Chuck's total work experience is over 24 years, during which time this person had at least six jobs at different places to develop professional skills. Chuck studied at the Rutgers, The State University of New Jersey-Newark from 2008 to 2010. Currently, Chuck is located in New York, New York. You can contact with Chuck by searching for phone or email address or find further information by requesting access to this professional's additional details from us.
Name variants:
Charles Napp
Last updated Jul 07, 2024
Contact Information
Last Update
Jun 23, 2022
Email
cn**@porteval.com
Location
New York, NY
Workplace
Director Client Services Group
Warren, NJ
Industry
Financial Services
Colleagues
Work History
Financial Analyst, Pension Fund Management
Iselin, NJ
Assist in the management of the Siemens Pension (~$4 billion) and the Siemens Saving Plan (~$8 billion). Prepare annual expense budgets.
Monitor/analyze plan expenses. Report plan expenses t...
Jan 2005 — Jan 2013
Assistant Portfolio Manager
Assisted in the management of investment portfolios for high net worth individuals and businesses.
Performed qualitative and quantitative research analysis.
Presented results and recommenda...
Nov 2003 — Jan 2007
Financial Analyst
Calculated in distributed mutual fund performance.
Verified accuracy of performance.
Provided monthly statistical reports and graphs to the mutual fund's board of directors.
Updated and main...
Nov 2002 — Nov 2003
Research Analyst
Participated on a volunteer basis
Analyzed and presented investment opportunities for $1.2 million
trust fund.
Worked with team performing both qualitative & quantitative analysis
Sep 2001 — May 2002
Operational Supervisor
Designed and implemented more efficient order filling process.
Designed and presented training curriculum for personnel.
Maintained annual and monthly payroll budgets.
Aug 1988 — Aug 1998
Education
Occupations
Accountant
Financial Analyst
Executive
Director
Finance and Accounting Specialist
Manager
Managers
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Financial Analysis
Finance
Portfolio Management
Financial Modeling
Bloomberg
Investments
Analysis
Asset Management
Management
Mutual Funds
Corporate Finance
Valuation
Risk Management
Quantitative Analytics
Mergers and Acquisitions
Asset Managment
Microsoft Office
Microsoft Excel
Equities
Microsoft Word
Powerpoint
Asset Allocation
FAQs about Chuck Napp
What's the main profession of Chuck Napp?
The expert is a Senior Financial Analyst.
What jobs is Chuck a professional at?
Chuck Napp is proficient at such jobs as Accountant and Financial Analyst.
Where does Chuck Napp live?
New York, New York is the place where Chuck Napp lives
What is Chuck's email?
The professional's email is cn**@porteval.com.
Where did Chuck Napp work?
This expert worked at Portfolio Evaluations, Inc., SIEMENS CORP/SIEMENS CAPITAL COMPANY LLC.
Where has Chuck Napp studied?
Chuck studied at the Rutgers, The State University of New Jersey-Newark from 2008 to 2010.
Are there any industries Chuck Napp works in?
Chuck works in Financial Services industry.
What are the skills of Chuck Napp?
This person has skills in the following areas: Financial Analysis, Finance, Portfolio Management, Financial Modeling, Bloomberg, Investments, Analysis, Asset Management, Management, and Mutual Funds.