Christopher A Gervaise

9023 Morgan Cir, North Ridgeville, OH 44035

Insurance

PNC Investments - Cleveland, OH since Sep 2012
Product Analyst
E*TRADE Financial May 2009 - Sep 2012
Financial Consultant
Bank of America Jul 2008 - Apr 2009
Assistant Vice President Global Wealth and Investment Management - Financial Specialist
Wachovia Securities, LLC May 2007 - Jul 2008
Financial Advisor
Banc of America Investments May 2005 - May 2007
Registered Sales Assistant

University of Liverpool 2009 - 2011
MBA, Finance and Accounting State University of New York at Buffalo 1999 - 2003
B.S., Political Science with a concentration in law

Mutual Funds
Etfs
Equities
Separately Managed Accounts
Fixed Income
Asset Allocation
Asset Management
Digital Asset Management
Modern Portfolio Theory
Morningstar
Microsoft Excel
Microsoft Word
Powerpoint
Cascading Style Sheets
Html5
Product Management
Financial Services
Investments
Wealth Management
Financial Analysis
Financial Reporting
Investment Strategies
Investment Management
Javascript
React.js
Investment Research

English

Series 7
Series 66
Aif
Crpc
Series 63

Product Analyst at PNC Investments

Cleveland/Akron, Ohio Area

Financial Services

PNC Investments - Cleveland, OH since Sep 2012
Product Analyst
E*TRADE Financial May 2009 - Sep 2012
Financial Consultant
Bank of America Jul 2008 - Apr 2009
Assistant Vice President Global Wealth and Investment Management - Financial Specialist
Wachovia Securities, LLC May 2007 - Jul 2008
Financial Advisor
Banc of America Investments May 2005 - May 2007
Registered Sales Assistant

University of Liverpool 2009 - 2011
MBA, Finance and Accounting State University of New York at Buffalo 1999 - 2003
B.S., Political Science with a concentration in law

Microsoft Excel
Risk Management
Risk Assessment
Financial Statement Analysis
Investment Research
Alternative Investments
Capital Markets
Portfolio Management
Investments
Asset Managment
Financial Modeling
Corporate Finance
Wealth Management
Stock Valuation
Modern Portfolio Theory
Mutual Funds
Fixed Income
ETFs
Options
Hedge Funds
REIT
SMA
Equities
Private Equity
Series 7
Series 66
Series 63
MBA
Pivot Tables

Trade Financial

May 2009 to 2000
Financial Consultant
Bank of America
Charlotte, NC
Jul 2008 to Mar 2009
Assistant Vice President Global Wealth and Investment Management - Financial Specialist
Wachovia Securities
Charlotte, NC
May 2007 to Jul 2008
Financial Advisor - Investor Resource Team
Bank of America
McLean, VA
May 2005 to May 2007
Registered Sales Assistant
AXA Advisors, LLC
Buffalo, NY
Sep 2003 to May 2005
Registered Representative - Retirement Benefits Specialist

University of Liverpool
2009 to 2011
MBA in Finance and Accounting
State University of New York at Buffalo
Buffalo, NY
1999 to 2003
B.A. in Political Science

Strong working knowledge of Portfolio Construction, Modern Portfolio Theory, Semi-variance, Efficient Frontier, Capital Asset Pricing Model, Monte Carlo Simulations, VaR, Stocks, Fixed Income, Mutual Funds, ETF's, Separately Managed Accounts, Options, Futures, Hedge Funds, Private Equity & Private Placement, REITs, Capital Markets, Variable Annuities, Life Insurance. Strong Working knowledge of how to construct and analyze balance sheets, cash flow statements and income statements, stock valuation models, NPV, IRR, PP, ARR, Real Options, Decision Trees, discounted cash flow analysis. Strong Working knowledge of MS Word, Excel, PowerPoint, Outlook, Salesforce. Working knowledge in mortgage loans and credit products. Working knowledge of Black-Scholes option model. Working knowledge of Black-Scholes option model.