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Mitch Katzer Phones & Addresses

  • Seattle, WA
  • Vancouver, WA

Work

Company: Fisher investments Oct 2011 Address: Vancouver, Washington Position: Investment operations associate

Education

Degree: Bachelors School / High School: University of Washington, Michael G. Foster School of Business 2007 to 2009 Specialities: Finance

Skills

Financial Analysis • Portfolio Management • Leadership • Analytics • Financial Modeling • Credit • Asset Management • Equities • Analysis • Investment Strategies • Wealth Management • Asset Allocation • Series 7 • Alternative Investments • Mutual Funds • Sales Operations • Strategic Financial Planning • Securities • Fixed Income • Valuation • Investments • Alternative Investment Strategies

Ranks

Certificate: Series 65 Financial License

Industries

Financial Services

Resumes

Resumes

Mitch Katzer Photo 1

Customer Success Director

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Location:
701 5Th Ave, Seattle, WA 98104
Industry:
Financial Services
Work:
Fisher Investments - Vancouver, Washington since Oct 2011
Investment Operations Associate

Fisher Investments May 2010 - Oct 2012
Associate

First Investors Corporation Jun 2008 - Sep 2008
Investment Advisor Apprentice
Education:
University of Washington, Michael G. Foster School of Business 2007 - 2009
Bachelors, Finance
University of Washington 2005 - 2009
Bachelors, Finance
Skills:
Financial Analysis
Portfolio Management
Leadership
Analytics
Financial Modeling
Credit
Asset Management
Equities
Analysis
Investment Strategies
Wealth Management
Asset Allocation
Series 7
Alternative Investments
Mutual Funds
Sales Operations
Strategic Financial Planning
Securities
Fixed Income
Valuation
Investments
Alternative Investment Strategies
Certifications:
Series 65 Financial License
Certified Financial Planner (Cfp)
Mitch J Katzer from Seattle, WA, age ~37 Get Report