ALM CONSULTING | * Specialized Software, Investment Analysis Investing. Algorithm Based Model.
* Portfolio Mgr: (Business Portfolio): ALM Holdings: Industry: Banks:10, Business Services / Tech Services:8, Hcare Tech:14, SemiCon,Tech,TelcoSupport:21, Software, Software Services, SixSigma:22 [75] * FHLMC MBS Stripped IO Bonds:[2]
* Portfolio Mgr: Secondary Portfolio: 50 - 60 Companies. Banks:39.476%, Software:26.395%, Bus Services:15.376%, HCareTech:7.542%, FHLMC CMO:#3_12_906_C_40 8-15-21, HY Corp Bond Fund Closed End:#6_41_876_800
* Database / Technology Asset of more than 1400 Stocks. Additional Specialized Interest: (OTC Markets)(OTCPK./OTCBB.)
* Proprietary Version: Capital Project / Construction in Process System Software Platform: 5 Year Beta Test Period of Feeder Templates and Proprietary Metric Measurements. (Beta Ongoing)
* Experience: Banking, SAP Software, SOX 404 Compliance.
* BS BusAdmin, Widener Univ. 1988 Accounting.
* American College, 2003 Business Valuation. |