Jim Toliver

Director of Balance Sheet Strategies

Jim Toliver is a highly qualified professional, who works in Performance Trust Capital Partners main office of which is in 226. on the position of Director of Balance Sheet Strategies since 2012. This expert gained professional experience in more than four positions at different companies. Jim Toliver went to the Arizona State University and got education there from 1980 to 1983. This person has these professional qualifications: Cfa Charterholder. Chicago, Illinois is the area, where the professional was known to live. This expert's phone and email are accessed through this website on demand.
Name variants:
James Toliver

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Contact Information

Last Update
Jul 9, 2022
Email
ji**@balancesheetsolutions.org
Location
Chicago, IL

Workplace

Performance Trust Capital Partners
Director of Balance Sheet Strategies

Chicago, IL

Industry

Financial Services, Management Investment Open-End, Security Broker & Dealer, Security Brokers and Dealers

Work History

Director of Balance Sheet Strategies

500 west Madison St SUITE 450, Chicago, IL 60661
Director of Balance Sheet Strategies
from Nov 1, 2012

Executive Director, Advisory Services

4450 Weaver Pkwy, Warrenville, IL 60555
Developed and managed the advisory business
Aug 2004 — Jul 2012

President

4450 Weaver Pkwy, Warrenville, IL 60555
Sep 2003 — Jul 2012

Director of Investments

2000 — 2003

Education

1980 — 1983

Occupations

Executive
Director
Chief Executive Officer
Operations Manager
Corporate Executive
Chief Executive

Skills

Portfolio Management
Investments
Financial Services
Fixed Income
Financial Analysis
Banking
Risk Management
Loans
Financial Modeling
Asset Management
Credit
Strategic Planning
Derivatives
Bloomberg
Series 7
Hedge Funds
Cash Management
Asset Managment
Financial Institutions
Alm
Structured Finance
Mergers
Securitization
Series 63
Chartered Financial Analyst
Series 24
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