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Kelly A Pfyffer

from Mooresville, NC
Age ~54

Kelly Pfyffer Phones & Addresses

  • 160 Mcinnis Rd, Mooresville, NC 28117 (704) 660-6954
  • 64 Pillsbury Rd, Londonderry, NH 03053 (603) 432-2346
  • 14 Rangers Dr, Hudson, NH 03051 (603) 886-1877
  • 2912 Madison Ln, Falls Church, VA 22042 (703) 532-0084
  • Bowie, MD
  • Bethesda, MD
  • Arlington, VA

Work

Company: Fenwick foods corporation dba prosciutto's pizzeria & pub Nov 2005 Address: Cornelius, NC Position: Co-owner/business analyst

Education

Degree: BS School / High School: University of Maryland College Park 1988 to 1992 Specialities: Double Major Finance & Marketing

Skills

Investments • Portfolio Management • Management • Mutual Funds • Analysis • Financial Analysis • Microsoft Excel • Sales • Project Management • Account Reconciliation • Strategy • Customer Service • Securities • Asset Allocation • Finance • Trading • Microsoft Office • Microsoft Word • Security Analysis • Research • Equity Valuation • Etfs • Asset Management • Equities • Alternative Investments • Factset • Investment Management • Investment Strategies • Financial Services • Wealth Management • Fixed Income

Ranks

Certificate: Series 7

Industries

Investment Management

Resumes

Resumes

Kelly Pfyffer Photo 1

Senior Treasury Analyst

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Location:
Stillwater, NY
Industry:
Investment Management
Work:
Fenwick Foods Corporation dba Prosciutto's Pizzeria & Pub - Cornelius, NC since Nov 2005
Co-Owner/Business Analyst

C.F. Parks and Co. Inc. - Salisbury, NC Jun 2012 - Jan 2013
Investment Management Analyst

Ballentine, Finn & Co. - Lincoln, Ma Oct 1999 - Nov 2002
Investment Performance Analyst

Independence Fixed Income Associates (a wholly owned subsidiary of John Hancock Mutual Life) - McLean, Va Feb 1997 - Apr 1999
Operations Officer
Education:
University of Maryland College Park 1988 - 1992
BS, Double Major Finance & Marketing
Skills:
Investments
Portfolio Management
Management
Mutual Funds
Analysis
Financial Analysis
Microsoft Excel
Sales
Project Management
Account Reconciliation
Strategy
Customer Service
Securities
Asset Allocation
Finance
Trading
Microsoft Office
Microsoft Word
Security Analysis
Research
Equity Valuation
Etfs
Asset Management
Equities
Alternative Investments
Factset
Investment Management
Investment Strategies
Financial Services
Wealth Management
Fixed Income
Certifications:
Series 7
Series 66
Cfa Institute
Passed 2016 Cfa Level Ii Exam
2017 Level Iii Cfa Candidate
Kelly A Pfyffer from Mooresville, NC, age ~54 Get Report