Orientation Essentials

InfoMinute Seminar

I fulfilled all the requirements to become a discretionary portfolio manager at Bear Stearns and every firm subsequent to the acquisition of Bear Stearns in 2008. &nbsp;The requirements included:
1.) A clearly defined well thought out investment strategy that is strictly adhered to;
2.) A 5-year documented performance record that showed good results with that consistent investment strategy;
3.) Verifiable sources of credible research with which to source new investment ideas;
4.) A logical method of assessing and managing risk that could be clearly articulated;
5.) A defined universe of stocks and other securities that would serve as the pool from which investments are selected;
6.) Quarterly performance reviews that showed these requirements are being maintained.

As professionals we are each responsible for our own professional growth.

What is a skill or certification you targeted and developed, in order to stand at the top of your profession?

Learned | PowerCore.net

Learned

3-year Pin

Quality: Assists the MembershipCoOrdinator.

MembershipCoOrdinator 2nd

Integration: Integrates new Members so they give and receive referrals as quickly as possible.

MentorCoOrdinator

Recognizing having completed Mentor coffees, Orientation, InfoMinute Seminar, and 90 day evaluation.

Richard Perano

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