Greg Sweeney
Directeur en chef des Investissements chez Bell Bank (Fargo ND Invt Mgmt)
Profil
Mr. Gregory B.
Sweeney, CFA, is a Senior Vice President & Chief Investment Officer at Bell Bank.
He is a chair of Bell Bank Investment Management’s Investment Committee, his responsibilities include developing investment strategies and overseeing portfolio managers; conducting research, evaluation, selection and implementation of investment options; aligning investment strategy to investment policy guidelines; and providing oversight in the execution of strategies.
Prior to joining Bell in 1992, Mr. Sweeney co-managed investments for a group of insurance companies, where his responsibilities included management of portfolios consisting of U.S.
Treasury securities, corporate bonds, municipal bonds, mortgage backed securities, CMOs and preferred stock.
In addition, he ensured adequate cash reserves for day-to-day operations, analyzed investment allocations, and prepared revenue, expense and income projections.
He also presented investment results and budgets to committees and the board of directors.
Mr. Sweeney earned a bachelor’s degree in business administration from the University of North Dakota in 1985 in finance and investment disciplines.
He has been a CFA charter holder since 1993.
Postes actifs de Greg Sweeney
Sociétés | Poste | Début |
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Bell Bank (Fargo, North Dakota)
Bell Bank (Fargo, North Dakota) Investment ManagersFinance Bell Bank engages in managing trust portfolios and individual insurance company portfolios. The company was founded in 1966 and is headquartered in Fargo, ND. | Corporate Officer/Principal | 01/01/1992 |
Bell Bank (Fargo ND Invt Mgmt) | Directeur en chef des Investissements | 01/01/1992 |
Formation de Greg Sweeney
University of North Dakota | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
Entreprise privées | 2 |
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Bell Bank (Fargo, North Dakota)
Bell Bank (Fargo, North Dakota) Investment ManagersFinance Bell Bank engages in managing trust portfolios and individual insurance company portfolios. The company was founded in 1966 and is headquartered in Fargo, ND. | Finance |
Bell Bank (Fargo ND Invt Mgmt) | Finance |