For over five years Wesley Lim has been working in different jobs. Recently, this expert worked as a Principal, Analyst and Portfolio Manager in Cooke & Bieler, L.p. developing different skills. This person graduated from The Wharton School in 2018 where this professional received all the necessary knowledge and skills. This expert has all required skills and knowledge for his job, that is proven by these certifications in Chartered Financial Analyst (Cfa) Charterholder, Cfa Institute, and Passed All Three Levels of the Cfa Program and May Be Awarded the Charter Upon Completion of the Required Work Experience.. This expert is fluent in two languages: English and Mandarin. You can find this professional in Philadelphia, Pennsylvania, where he lives nowadays. SoftwareOfficial has all the personal info you need to connect Wesley Lim, such as Wesley Lim's phone number or email address. Feel free to send us the request to get more info.
Name variants:
Wes Lim
Last updated Jun 25, 2024
Contact Information
Last Update
Jul 8, 2022
Email
wl**@cooke-bieler.com, we**@gmail.com, we**@gmail.com
Location
Philadelphia, PA
Company
Workplace

Principal, Analyst and Portfolio Manager
Philadelphia, PA
Industry
Investment Management
Colleagues
Work History
Principal, Analyst and Portfolio Manager
1700 Market St SUITE 3222, Philadelphia, PA 19103
Coverage: technology Cooke & Bieler manages ~$6b in US equities across large, mid, small, and all-cap value strategies
from Aug 2018
Summer Equity Research Associate
1700 Market St SUITE 3222, Philadelphia, PA 19103
Conducted independent fundamental research on data communication and aftermarket auto retail sectors. Cooke & Bieler manages ~$6b in domestic equities across large, mid, small, and all-cap v...
May 2017 — Aug 2017
Education
2016 — 2018
2006 — 2007
2003 — 2007
Occupations
Professor
School Principal
Financial Broker
Portfolio Manager
Analyst
Scientist
Research Associate
School Administrator
Educational Manager
Investment Analyst
Financial Analyst
Analysts
Research Specialist
Research Scientist
Skills
Project Management
Research
Policy
Data Analysis
Analysis
Management
Economics
Financial Modeling
Strategy
Strategic Planning
Analytical Skills
Public Policy