Niklas Westin is a eficient expert, who works in Pnc main office of which is in 124. on the position of Avp, Institutional Investment Advisor since 2020. Niklas Westin has earned professional experience in more than five positions at various companies. Niklas Westin went to the The Ohio State University and was studying there from 2013 to 2017. This person has such professional qualifications as Cfa Level Iii Candidate. Louisville, Kentucky is the area, where this professional was known to settle. Their phone number and email are easily accessed through SoftwareOfficial on demand.
Name variants:
Niklas Westin
Last updated Jun 10, 2024
Contact Information
Workplace
Avp, Institutional Investment Advisor
Stafford, VA
Industry
Commercial Bank National Commercial Bank
Colleagues
Work History
Summer Fixed Income Analyst
270 Park Ave, New York, NY 10010
Researched fixed income markets
Updated pitch books and quarterly review books
Ran comparative analysis between the Core Bond Fund and Barclays US Aggregate Index
Organized fund performa...
Jun 2016 — Aug 2016
Intern
7965 north High St SUITE 350, Columbus, OH 43206
Prepared financial reports for client meetings
Projected long-term growth of clients’ investment portfolios
Updated advisors on potential concerns within client portfolios
Performed mark...
Jan 2016 — Apr 2016
Intern
303 Peachtree St, Atlanta, GA 30308
Projected long-term growth of investment portfolios for private wealth clients
Performed market research on various companies and industries
Constructed retirement and college savings pla...
May 2015 — Aug 2015
Intern
5314 Maryland Way SUITE 300, Brentwood, TN 37027
Prepared material for clients to inform them of how to best save for college expenses
May 2014 — May 2014
Education
2013 — 2017
2009 — 2013
Occupations
Advisor
Accountant
Finance and Accounting Specialist
Analyst
Accounting Bookkeeper
Bookkeeper
Analysts
Skills
Microsoft Excel
Microsoft Office
Microsoft Word
Powerpoint
Teamwork
Portfolio Management
Financial Analysis
Financial Planning
Corporate Finance
Finance
Market Research
Time Management
Leadership
Social Media
Public Speaking
Microsoft Powerpoint
Mutual Funds
Bloomberg