Since 2019, Richard Cheever has been working in Genovese Burford & Brothers 1103, 1103. Richard is a high-skilled Research Director with over 26 years of work experience. According to Richard's CV and work profile, this professional has worked at more than nine places with numerous backgrounds and got various skills. Richard attended school at the Indiana University Bloomington from 1996 to 1999. Richard has professional certification as Chartered Financial Analyst and Fsa Credential Level Ii Candidate and the professional has studied English. Richard Cheever can be found in Rancho Cordova, California – where this person is currently located. You can search for this person's contacts. We can also provide you additional contact information upon request.
Name variants:
Dick Cheever,
Rick Cheever,
Ricky Cheever,
Rich Cheever,
Richie Cheever
Last updated Jun 14, 2024
Contact Information
Last Update
Jul 4, 2022
Email
rc**@gmail.com, ri**@northberkeleyinvestment.com, rc**@comcast.net
Location
Rancho Cordova, CA
Company
Workplace
Colleagues
Work History
Research Director
740 University Ave, Sacramento, CA 95825
from Jul 2019
Director of Research
900 Colusa Ave SUITE 201, Berkeley, CA 94707
North Berkeley Investment Partners provides comprehensive financial planning and values-driven investment management that helps our clients feel comfortable and confident with the financial ...
Apr 2015 — Jan 2019
Portfolio Manager
Mill Valley, CA
Managed domestic equity portfolios for high net worth individuals, institutional, foundations and public entities. Strategies included a capital appreciation and an equity income portfolio.
May 2014 — Mar 2015
Equity Research Associate
3333 Peachtree Rd, Atlanta, GA 30326
Sell-side equity research analyst for an investment bank covering companies in the transaction processing industry vertical. This includes payment processors, card associations, merchant acq...
Aug 2007 — Apr 2014
Business Analyst
22 Battery St SUITE 700, San Francisco, CA 94111
Dec 2005 — Nov 2006
Senior Registered Representative
211 Main St, San Francisco, CA 94105
Responsibilities included building client relationships, assisting clients with investing questions, managing risk to the firm, and sharing expertise with peers. Promoted three times.
Sele...
1992 — 1999
Education
1996 — 1999
1984 — 1988
Occupations
Executive
Chief Research Officer
Financial Broker
Financial Consultant
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Skills
Financial Modeling
Portfolio Management
Investments
Financial Analysis
Valuation
Equities
Finance
Series 7
Investment Valuation
Statement Analysis
Analysis
Equity Research
Capital Markets
Securities
Bloomberg
Asset Allocation
Management
Asset Management
Mutual Funds
Wealth Management
Investment Management
Due Diligence
Investment Strategies
Microsoft Excel
Microsoft Powerpoint
Microsoft Word
Esg Investing
Factset
Investment Research
Portfolio Optimization
Portfolio Performance Analysis
Modern Portfolio Theory
Investment Portfolio Design
FAQs about Richard Cheever
What is the profession of Richard Cheever?
This professional's job is Research Director
What jobs is Richard proficient at at?
The expert is proficient at Executive and Chief Research Officer jobs.
Where does Richard Cheever live?
Rancho Cordova, California is the place where Richard Cheever lives
What is the expert's email?
The expert's email is rc**@gmail.com and ri**@northberkeleyinvestment.com.
How many companies did Richard Cheever work at?
The professional worked at nine jobs.
What education does Richard Cheever have?
Richard studied at the Indiana University Bloomington from 1996 to 1999.
What are the certifications of Richard Cheever?
Richard Cheever received the following certifications: Chartered Financial Analyst, Fsa Credential Level Ii Candidate, Cfa Institute, and Sasb – Sustainability Accounting Standards Board.
What languages does Richard Cheever speak?
Richard Cheever speaks English.