We found the following information about Gerard Pollard at Patriot Wealth Management, Inc., where Gerard Pollard has worked as a Portfolio Manager-Fixed Income at Patriot Wealth Management since 2015. Gerard's total work experience is over 19 years, during which time Gerard had at least five jobs at different places to develop skills. Gerard studied at the Cy - Fair High School. Gerard currently lives in Houston, Texas. You can contact with Gerard by looking for phone or email address or find exhaustive info by requesting access to this professional's further details from us.
Name variants:
Gerald Pollard
Last updated May 17, 2024
Contact Information
Last Update
Jul 7, 2022
Email
ge**@invesco.com
Location
Houston, TX
Company
Workplace
Portfolio Manager-Fixed Income at Patriot Wealth Management
Houston, TX
Industry
Investment Management, Investment Advisory Service, Management Investment, Open-ended
Colleagues
Work History
Portfolio Manager-Fixed Income at Patriot Wealth Management
1800 Bering St SUITE 250, Houston, TX 77003
Patriot Wealth Management, Inc. ("Patriot") is a comprehensive financial management firm and a SEC Registered Investment Advisor. Our firm provides objective financial advice and tailors rec...
Mar 2015 — Dec 2018
Senior Analyst-High Yield Municipals
1555 Peachtree St, Atlanta, GA 30309
Analyzed financial statements, economic data and qualitative data as well as legal documents related to specific securities in order to make buy or sell recommendations for the portfolio
M...
Feb 2012 — Apr 2014
Portfolio Manager
1555 Peachtree St, Atlanta, GA 30309
Actively managed approximately $800 million in assets and performed credit analysis for credits in the portfolio
Periodically marketed to a national sales force with wholesalers of the Fun...
Feb 2007 — Jan 2012
Senior Analyst
Worked with bankers in determining appropriate structure and covenants of bond issues
Analyzed feasibility studies, legal documents, financial forecasts and environmental studies
Traveled...
Feb 1998 — Jan 2007
Occupations
Advisor
Skills
Alternative Investments
Asset Allocation
Mutual Funds
Investments
Bloomberg
Asset Managment
Municipal Bonds
Asset Management
Credit Analysis
Etfs
Equities
Fixed Income
Hedge Funds
Investment Management
Investment Strategies
Portfolio Management
Securities
Bonds
FAQs about Gerard Pollard
What's the main profession of Gerard Pollard?
The expert is a Director-Investor Relations.
What are the profession of Gerard?
These person's professions are Advisor
Where does Gerard Pollard currently live?
Houston, Texas is the place where Gerard Pollard currently lives
What is the expert's email?
The professional's email is ge**@invesco.com.
Where did Gerard Pollard work?
This expert worked at Patriot Wealth Management, Inc., Invesco Us.
What education does Gerard Pollard have?
Gerard studied at the Cy - Fair High School.
Are there any professional industries Gerard Pollard works in?
Gerard works in Investment Management industry.
What are the skills of Gerard Pollard?
Gerard has skills in the following areas: Alternative Investments, Asset Allocation, Mutual Funds, Investments, Bloomberg, Asset Managment, Municipal Bonds, Asset Management, Credit Analysis, and Etfs.