Joshua Cfa
Chief Financial Officer at Bank of Burlington | South Burlington, Vermont, United States
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Chief Financial Officer at Bank of Burlington in June 2023 to Present
Managing Partner, Investment Advisor at Shelburne Fiduciary Partners LLC in October 2019 to June 2023
Deputy CIO, Head of Liquid Markets at National Life Group in September 2018 to April 2019
Head of Stable Value Portfolio Management at Goldman Sachs Asset Management in May 2012 to September 2018
Head of Portfolio Management at Dwight Asset Management in December 2008 to May 2012
Sector Portfolio Manager - MBS at Dwight Asset Management in March 2003 to December 2008
Quantitative Analyst at Dwight Asset Management in March 2001 to February 2003
Client Portfolio Analyst at Dwight Asset Management in September 1999 to February 2001
Senior Accountant at Bain Capital in November 1997 to September 1999
Senior Auditor at Price Waterhouse Coopers in August 1994 to November 1997
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Fixed Income
Portfolio Management
Leadership
Investments
Bonds
Asset Management
Asset Allocation
Risk Management
Investment Strategies
Analytics
Business Strategy
Business Development
Project Planning
Trading
Writing
Equities
Valuation
Credit
Financial Analysis
Financial Services
Capital Markets
Securities
Enterprise Risk Management
Mutual Funds
Structured Finance
Accounting
Bloomberg
Microsoft Excel
Management
Communication
Presentation Skills
Team Building
Cross-functional Team Leadership
Sales Presentations
Client Services
Fixed Income Portfolio Management
Fixed Income Strategies
Stable Value
Mortgage-Backed Security (MBS)
Executive Presentation Skills
Risk Monitoring
Financial Risk Management
ETFs
Manager Selection
Structured Products
Corporate Bonds
Defined Contribution
RFP
Asset-Backed Security (ABS)
Presentation Design
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What is Joshua Cfa email address?
Email Joshua Cfa at [email protected]. This email is the most updated Joshua Cfa email found in 2026.
What is Joshua Cfa phone number?
Joshua Cfa phone number is +18025786441 and +18025038280.
How to contact Joshua Cfa?
To contact Joshua Cfa send an email to [email protected]. If you want to call Joshua Cfa try calling on +18025786441 and +18025038280.
What company does Joshua Cfa work for?
Joshua Cfa works for Bank of Burlington
What is Joshua Cfa's role at Bank of Burlington?
Joshua Cfa is Chief Financial Officer
What industry does Joshua Cfa work in?
Joshua Cfa works in the Banking industry.
Joshua Cfa Email Addresses
Joshua Cfa Phone Numbers
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