Jason Michael Teed
Direttore della Ricerca - Azioni presso Flexible Plan Investments Ltd.
Profilo
Mr. Jason M.
Teed, CFA MBA, is Director of Research & Senior Portfolio Manager at Flexible Plan Investments Ltd.
He is responsible for the daily calculation of mutual fund trades, optimization of trading system models, development and verification of new algorithmic trading methodologies, up to and through completion and actual trading, proprietary asset allocation design and testing, walk-forward optimization design and utilization, and fiduciary communication with clients.
Mr. Teed was previously employed as a Banker by Charter One Bank, NA (Cleveland, Ohio) and Customer Service Representative by Citizens Bank (Flint, Michigan).
He received his Bachelor's degree from the University of Michigan and an MBA in Finance from Walsh College.
Posizioni attive di Jason Michael Teed
| Società | Posizione | Inizio |
|---|---|---|
Flexible Plan Investments Ltd.
 Flexible Plan Investments Ltd. Investment ManagersFinance Flexible Plan Investments Ltd. (FPI) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded by Jerry C. Wagner in 1981. FPI provides investment advisory services to individuals, high net worth individuals, investment companies including mutual funds, corporate pension and profit-sharing plans, charitable organizations, state or municipal government entities, not for profit organizations, trusts, corporations and other businesses. | Direttore della Ricerca - Azioni | 01/01/2017 |
Precedenti posizioni note di Jason Michael Teed
| Società | Posizione | Fine |
|---|---|---|
Citizens Bank (Flint, Michigan)
 Citizens Bank (Flint, Michigan) Regional BanksFinance Citizens Bank provides banking services. The company provides wealth management, commercial, consumer, mortgage banking, trust, investment, and financial planning services. Citizens Bank is headquartered in Flint, MI | Corporate Officer/Principal | 01/03/2008 |
Charter One Bank, NA (Cleveland, Ohio)
 Charter One Bank, NA (Cleveland, Ohio) Major BanksFinance Charter One Bank NA provides banking services. It provides personal and small business checking accounts, home equity lines and loans, savings options, money markets and certificate of deposits. The company was founded in 1934 and is headquartered in Cleveland, OH. | Corporate Officer/Principal | 31/01/2011 |
Formazione di Jason Michael Teed
| Walsh College | Masters Business Admin |
| University of Michigan | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Flexible Plan Investments Ltd.
Flexible Plan Investments Ltd. Investment ManagersFinance Flexible Plan Investments Ltd. (FPI) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded by Jerry C. Wagner in 1981. FPI provides investment advisory services to individuals, high net worth individuals, investment companies including mutual funds, corporate pension and profit-sharing plans, charitable organizations, state or municipal government entities, not for profit organizations, trusts, corporations and other businesses. | Finance |
Charter One Bank, NA (Cleveland, Ohio)
Charter One Bank, NA (Cleveland, Ohio) Major BanksFinance Charter One Bank NA provides banking services. It provides personal and small business checking accounts, home equity lines and loans, savings options, money markets and certificate of deposits. The company was founded in 1934 and is headquartered in Cleveland, OH. | Finance |
Citizens Bank (Flint, Michigan)
Citizens Bank (Flint, Michigan) Regional BanksFinance Citizens Bank provides banking services. The company provides wealth management, commercial, consumer, mortgage banking, trust, investment, and financial planning services. Citizens Bank is headquartered in Flint, MI | Finance |
- Borsa valori
- Insiders
- Jason Michael Teed
