Charles F Oat

age ~71

from Washington, DC

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Also known as:

Charles Francis Oat
Char Oat

Phone and address:: 3133 Connecticut Ave NW APT 1124, Washington, DC 20008
2023691024

Connected to:

Resumes

Consultant; Equity Analyst

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Location:

Washington, DC

Industry:

Investment Management

Work:

The Seamen's Church Institute since Sep 2009
Consultant
Haven Capital Management Jul 2008 - Mar 2009
Consultant; Equity Analyst
Morgan Stanley Investment Management Mar 2007 - Jul 2008
Executive Director; Portfolio Manager
Haven Capital Management Apr 2005 - Mar 2007
Portfolio Manager
Marque Millennium Capital Management Apr 2001 - Mar 2005
Portfolio Manager, Equity Analyst, Head of Consultant Relations

Education:

University of Pennsylvania - The Wharton School 1970 - 1974
Bachelor of Science, Economics, Accounting

Skills:

Dividends
Equity Valuation
Endowments
Bloomberg Terminal
Financial Statement Analysis
Buy Side
Equity Portfolio Management
Institutional Investment Policy
Investment Manager Evaluation
Asset Class Risk and Return
Relationship Management
Behavioral Finance
Benchmarks and Performance Attribution
Portfolio Management
Institutional Investments
Strategy
Performance Attribution
Asset
Finance
Value Investing
Financial Risk
Financial Services
Competitive Analysis
Institutional
Corporate Development
Risk Management
Fundamental Analysis
Financial Institutions
Dcf
Financial Structuring
Start Ups
Financial Advisory
Venture Capital
Equities
Investments
Asset Management
Investment Advisory
Financial Analysis

Interests:

Social Services
Children
Economic Empowerment
Education
Health

Certifications:

1994
Chartered Financial Analyst