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RK Burr, CFA

Rk burr, cfa

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location of RK Burr, CFAGreater Seattle Area
Phone number of RK Burr, CFA+91 xxxx xxxxx
Followers of RK Burr, CFA308 followers

  • Timeline

    Sept 2000 - Feb 2015

    Owner

    DJRK Productions
    Aug 2015 - Mar 2016

    Office Assistant

    Lasher Holzapfel Sperry & Ebberson
    Apr 2016 - Jun 2019

    Accounting/Office Manager

    Diane Rosellini Associates
    Jul 2019 - Jun 2024

    Associate Portfolio Manager

    Parametric
    Current Company
    Jun 2024 - now

    Associate Portfolio Manager

    Parametric/Morgan Stanley

  • About me

    Associate Portfolio Manager at Parametric/Morgan Stanley

  • Education

    • University of washington - michael g. foster school of business

      -
      Bachelor's degree finance, general 3.84 magna cum laude

      Activities and Societies: Phi Beta Kappa honor society; Beta Gamma Sigma honor society; 4 time recognition on Dean's List; Case Competition Semi-Finalist

  • Experience

    • Djrk productions

      Sept 2000 - Feb 2015
      Owner

    • Lasher holzapfel sperry & ebberson

      Aug 2015 - Mar 2016
      Office assistant

    • Diane rosellini associates

      Apr 2016 - Jun 2019
      Accounting/office manager

    • Parametric

      Jul 2019 - Jun 2024

      • Associate Portfolio Manager

        Jun 2024 - Jun 2024

      • Senior Portfolio Administrator

        Jan 2022 - Jun 2024

      • Portfolio Administrator

        Jul 2019 - Jan 2022

    • Parametric/morgan stanley

      Jun 2024 - now
      Associate portfolio manager

  • Licenses & Certifications

    • Cfa institute charterholder

      Cfa institute
      Aug 2024
      View certificate certificate

    • Chartered financial analyst (cfa)

      Cfa institute

    • Foster excel credential

      University of washington - michael g. foster school of business
      Jun 2019