Dave baker

Gestore di Portafoglio-Azioni presso Moisand Fitzgerald Tamayo LLC

Consumer Services

Finance

Profilo

Mr. Dave baker is a Portfolio Manager at Moisand Fitzgerald Tamayo LLC.
He manages the daily custodian reconciliation reports to ensure all accounts contain accurate and up-to-date information.
He reconciles client portfolios to confirm they are in agreement with their Investment Policy Statement.
Heworks closely with the Financial Planning Department to initiate trades in client accounts as needed.
He received his undergraduate degree from the University of Central Florida.

Posizioni attive di Dave baker

Società	Posizione	Inizio
Moisand Fitzgerald Tamayo LLC Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US.	Gestore di Portafoglio-Azioni	01/01/2014

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Formazione di Dave baker

University of Central Florida

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

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Società collegate

Aziende private	1
Moisand Fitzgerald Tamayo LLC Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US.	Finance