Bill Cerone

Talented Financial Professional with eleven years of investment experience ranging from portfolio management to investment research. Experienced in the management of retail and institutional portfolio assets as well as the daily servicing of these accounts. Continuously excelled in several positions which expanded my competencies throughout the wide ranging world of investments. Keen ability to effectively analyze client issues and present viable recommendations resulting in financial advancement. Performance driven, with proven skill in business development and customer relations. Possess an avid desire to learn and improve. Specialties: Portfolio Analysis, Equity & Fixed Income Research, Financial Planning, Derivatives, Economics, Forecasting & Budgeting, Problem Solving, Management, Transition Management, Investing, Communication / Presentations