Justin Neuberg has been a Investment Financial Analyst in CBIZ Wealth Management since 2009. Additionally, Justin Neuberg has professional experience at more than five companies using similar skills. Justin has a total work experience of eight+ years. Justin Neuberg studied at the Georgetown University - The McDonough School of Business from 2007 to 2009. This professional has the following certificates: Chartered Financial Analyst (Cfa). Today Justin Neuberg lives in San Diego, California region. Find this professional's current email address and number with SoftwareOfficial search.
Name variants:
Jus Neuberg,
Just Neuberg
Last updated May 20, 2024
Contact Information
Last Update
Jul 11, 2022
Email
ju**@investcip.com, ju**@marinerwealthadvisors.com, j.**@gmail.com
Location
San Diego, CA
Workplace
Investment Financial Analyst
Independence, OH
Industry
Information Technology Services
Colleagues
Work History
Investment Financial Analyst
Primary analyst supporting national investment platform ($700 Million) consisting of model portfolios including individual bonds, ETFÃÂâÃÂÃÂÃÂÃÂs, mutual funds, and separately ...
from Jun 2009
Summer Associate
Facilitated clientÃÂâÃÂÃÂÃÂÃÂs jet purchase through modeling of available financing options and analysis of equivalent annual cost. This analysis created stronger negotiation ...
May 2008 — Aug 2008
Asst Vice President - Operations/Compliance Manager
Developed, implemented and monitored a system to manage 1000+ loans per month from 300+ sales and operations personnel; loans approved in 20 or less days increased from below 50% to over 7...
Jul 2002 — Jul 2007
Contractor
Performed numerous tasks in the loan closing center of Chase Manhattan Mortgage during the ÃÂâÃÂÃÂÃÂÃÂrefi boomÃÂâÃÂÃÂÃÂàof 2002 and received full time position...
Oct 2001 — Jun 2002
Project Manager
Managed the migration of customers (KPMG, Dow Jones, AMD) global networks from MCI to AT&T service and maintained a flawless migration record and 100% customer retention.
Ordered rou...
Sep 1999 — Sep 2001
Education
2003 — 2006
1995 — 1999
1991 — 1995
Occupations
Executive
Managing Partner
Financial Broker
Portfolio Manager
Accountant
Financial Analyst
Analyst
Artist
Model
Real Estate Broker
Licensed Real Estate Broker
Lawyer
Summer Associate
Partner
Chief Executive
Investment Analyst
Analysts
Property Manager
Real Estate Manager
Paralegal
Skills
Bloomberg Terminal
Excel
Word
Powerpoint
Morningstar
Zephyr Style Advisor
Zephyr Allocation Advisor
Ms Office Suite
Mutual Funds
Etfs
Separately Managed Accounts
Hedge Funds
Risk Analysis
Factor Analysis
Performance Attribution
Equity Research
Fixed Income Research
Investment Products
Alternative Investments
Portfolio Management
Equities
FAQs about Justin Neuberg
What is the main profession of Justin Neuberg?
This professional's job is Managing Partner - Portfolio Manager
What are the main profession of This expert?
These person's professions are Executive and Managing Partner
Where does Justin Neuberg live?
The expert lives in San Diego, California.
Does Justin have the email address?
ju**@investcip.com and ju**@marinerwealthadvisors.com is Justin Neuberg's email address.
Where did Justin Neuberg work?
This person worked at CBIZ Wealth Management, CBIZ Financial Solutions, Inc..
Where has Justin Neuberg studied?
Justin studied at the Georgetown University - The McDonough School of Business from 2007 to 2009.
Are there any professional certifications Justin Neuberg has?
Justin Neuberg received the following certifications: Chartered Financial Analyst (Cfa).
What is professional industry that Justin Neuberg is connected to?
This person works in Investment Management industry.