Jon Savio has been working as a Managing Director, Portfolio Strategist at CNBS, LLC since 2006. Furthermore, Jon Savio has on-the-job experience at more than five companies using similar skills. Jon has a total work experience of 14+ years. Jon Savio studied at the Avila University from 2013. Today the professional lives in San Antonio, Texas region. Find this expert's actual e-mail and phone through SoftwareOfficial search.
Name variants:
John Savio,
Jonathan Savio
Last updated May 27, 2024
Contact Information
Last Update
Jul 10, 2022
Email
js**@synergyfcu.org, js**@tfcunow.com, jo**@gmail.com
Location
San Antonio, TX
Company
Workplace
Managing Director, Portfolio Strategist
Overland Park, KS
Industry
Financial Services, Security Broker/Dealer, Security Brokers and Dealers
Colleagues
Work History
Managing Director, Portfolio Strategist
Overland Park, KS
Manage fixed income portfolios on a non-discretionary basis for institutional clients. Provide investment advice and strategy based on client needs and economic variables. Present to board m...
from Sep 2006
Assistant Vice President
Overland Park, KS
Provide institutional clients with custom portfolio accounting and asset liability reports, with a hand in design and processing. Aid clients with fixed income investments through research a...
Mar 2002 — Apr 2005
Compliance Officer/ Retail Coordinator
Overland Park, KS
Provide suitability reviews for retail brokerage accounts. Design of commission bookkeeping program and compliance tracking program for Gold Banc Money Market Mutual Fund. Involved with the ...
Nov 2000 — Mar 2002
Education
2001 — 2006
1996 — 1998
upto
Occupations
Executive
Financial Director
Chief Executive Officer
Marketer
Market Analyst
Accountant
Finance and Accounting Specialist
Assistant Vice President
Financial Officer
Financial Manager
Corporate Executive
Chief Executive
Market Research Analyst
Accounting Bookkeeper
Bookkeeper
Vice President
Skills
Portfolio Management
Investments
Fixed Income
Management
Bonds
Bloomberg
Banking
Financial Analysis
Analysis
Mutual Funds
Asset Management
Investment Strategies
Series 7
Credit Unions
Derivatives
Accounting
Alm
Statistical Modeling
Interest Rate Risk Management
Equities
Series 63
Wealth Management
Securities
Balance Sheet
Statistics
Asset Allocation
Institutional Investments
Trading