We found the following information about Jason Campbell Klinghoffer at Mischler Financial Group, where this expert has worked as a Director since 2014. Jason's total work experience is over 26 years, during which time Jason Campbell Klinghoffer had at least six jobs at different companies to develop skills. Jason studied at the Kansas State University from 2005. Jason Campbell Klinghoffer learned English. This expert has the following certificates: Chartered Financial Analyst (Cfa) Charterholder and Cfa Institute. Irvine, California is the place where this expert presently lives. You can find this person's current email address and phone number with our search.
Name variants:
Jayson Klinghoffer,
Jay Klinghoffer
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Last Update
Jul 12, 2022
Email
ci**@yahoo.com, ex**@eagle.cc.ukans.edu
Location
Irvine, CA
Company
Workplace
Colleagues
Work History
Director
1111 Bayside Dr SUITE 100, Newport Beach, CA 92660
Portfolio analysis and strategy recommendations for institutional client portfolios.
Execution of fixed income transactions on behalf of institutional clients.
Client portfolio monitoring...
from Sep 2014
Director
499 Park Ave, New York, NY 10022
Portfolio analysis and strategy recommendations for institutional client portfolios.
Execution of fixed income transactions on behalf of institutional clients.
Client portfolio monitoring...
Mar 2009 — Sep 2014
Strategist
Retail and Institutional trading of various fixed income products.
Provided intra-day price transparency to brokers and fund managers.
Monitored daily market movements for client commenta...
May 2006 — Feb 2009
E-5 and Sergeant - Ammunition Technician
Served as Rifleman, Squad Leader and Ammunition Technician
Organized and supervised multiple Marine platoons in infantry and ammunition storage environments.
Coordinated and directed the ...
Nov 1998 — Nov 2004
Education
Occupations
Executive
Director
Security
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Fixed Income
Portfolio Management
Bloomberg
Trading
Investments
Leadership
Strategy
Investment Management
Analytics
Microsoft Excel
Mutual Funds
Fixed Income Analysis
Bloomberg Terminal
Managerial Finance
Mbs
Foreign Exchange
Back Office
Pricing
Treasury
Level III candidate in the Chartered Financial Analyst program through the CFA Institute. Expert level candidate - Certificate in Investment Performance Measurement (CIPM) Bloomberg product certification in Fixed Income and Foreign Exchange. Strong Microsoft Excel skill-set including creation of portfolio and security level analytics Extensive knowledge of the Bloomberg API and BLP/BDP links for data manipulation in Excel. Intermediate knowledge of Quantrix Modeler Professional for advanced financial/economic modeling. Intermediate knowledge of Wilshires Axiom fixed income analytics system. Extensive experience trading Investment-Grade fixed income products for institutional clientele. Retail trading in various FI types: Agencies
Treasuries
IG and HY corps
ARPs
ARCs and MBS. Co-developed and maintained only known Investment Plan modeling system for public fund clients. Extensive experience in fixed income analysis across total return and book yield portfolio strategies. Part of three person Institutional Sales group with over $3 Billion in annual trading volume. Guest instructor at multiple state and local treasurer conferences on various investment topics.
FAQs about Jason Campbell Klinghoffer
What is the main profession of Jason Campbell Klinghoffer?
This professional's job is Director
What jobs is Jason Campbell Klinghoffer proficient at at?
The expert is proficient at Executive and Director jobs.
Where is Jason Campbell Klinghoffer currently located?
Jason is currently located in Irvine, California.
Does the expert have the email address?
ci**@yahoo.com and ex**@eagle.cc.ukans.edu is The professional's email address.
Where did Jason Campbell Klinghoffer work?
This person worked at Mischler Financial Group, Cantor Fitzgerald.
What education does Jason Campbell Klinghoffer have?
Jason studied at the Kansas State University from 2005.
Are there any certifications Jason Campbell Klinghoffer has?
Jason received the following certifications: Chartered Financial Analyst (Cfa) Charterholder and Cfa Institute.
What languages does Jason Campbell Klinghoffer speak?
Jason Campbell Klinghoffer speaks English.