Harold Haberman, MBA's Email & Phone Number

💼 Past Experience

Trust Officer – Investment Manager – Product Manager Harold Haberman is skilled in Securities, Asset Management, Estate Planning, Employee Benefits, Financial Modeling, ETFs, Mutual Funds, 401k, Asset Allocation, Trading, Wealth Management, Series 7, Investments, Retirement Planning, Wealth Management Services, Investment Management, Investment Strategies, Alternative Investments, Investment Advisory, Portfolio Management. [email protected]

🎓 Education

Harold Haberman has a BSFinance certificate from Southern Illinois University, Carbondale. Haberman is a Master of Business Administration (MBA)Specialization in Investments from Webster University, Chester, Illinois. Haberman has also completed his studies at Chester High School in Chester, Illinois. Haberman has experience in investments and has a certification from Southern Illinois University, Carbondale in this area.

💡 Technical & Interpersonal Skills

Trust Officer - Asset Management Harold Haberman has over 10 years of experience in the securities industry and has worked in a wide variety of industries including asset management, estate planning, employee benefits, financial modeling, ETFs, mutual funds, 401k, asset allocation, trading, and wealth management. Haberman is currently a Trust Officer at The Guaranty Trust Company of Missouri.Board and Staff DevelopmentHarold Haberman is dedicated to board and staff development through his work experience and relationships with others in the industry. Haberman has a history of developing relationships with board members and their Staff, providing training and access to resources, and participating in board and staff meetings. Haberman has also assisted in developing and implementing board policies, and Participated in selecting and Naming a Board of Directors at his previous organizations.Asset AllocationHaberman has experience in asset allocation, specifically in the area of mutual funds, inverse ETFs, and individual stocks. Haberman has a sophisticated understanding of investment strategies, and has the ability to recommend diverse investment options. He is also highly experienced with mutual fund Characteristics Reports, an essential tool used by mutual fund companies to analyze their portfolios and make informed investment decisions.Financial ModelingHaberman is highly experienced in financial modeling, having worked with a wide variety of investment models to generate loss and gain analysis. Haberman has also developed and applied mathematical techniques to financial modeling, which has resulted in improved results in both loss and gain situations.Investment AdvisoryHaberman has a background in investment advisory and has worked with a variety of clients, including public and private companies. Haberman has also developed and applied investment advisory models to various buy and sell processes and delivered individual investment advice to his clients.Portfolio ManagementHaberman has over 10 years of experience in the management of portfolios, and has a deep knowledge of investment strategies. Haberman is able to develop and implement portfolio management plans, provide resources to clients, and participate in the development of portfolio goals. Haberman is also highly experienced in investment research, and is able to provide valuable insights into investment strategies to his clients.Alternative InvestmentsHaberman has a background in alternative investments and has worked with a variety of alternative investments firms. Haberman has also developed and applied investment advisory models to various buy and sell processes and delivered individual investment advice to his clients.Investment AdvisoryHaberman has a background in investment advisory and has worked with a variety of clients, including public and private companies. Haberman has also developed and applied investment advisory models to various buy and sell processes and delivered individual investment advice to his clients.Investment StrategiesHaberman has a background in investment strategies and has experience in developing investment strategies for a variety of investment types. Haberman has a strong understanding of risk management, and is able to recommend diverse investment strategies to his clients.Alternative InvestmentsHaberman has a background in alternative investments and has worked with a variety of alternative investments firms. Haberman has also developed and applied investment advisory models to various buy and sell processes and delivered