David Greenfield

Location

Concord, CA
Los Angeles, CA
Education
    University of California-Berkeley
    June 2018 - May 2021
    degree
    MBA
    major
    Finance
    Columbia University
Work Experience
    BNY Mellon Capital Management
    Fixed Income Portfolio Manager
    San Francisco, CA, US
    June 2017 - present
    company
    BNY Mellon Capital Management
    title
    Fixed Income Portfolio Manager
    overview
    - Brought to market and managed new investment strategies that have grown to over $2B since - Created financial models that analyzed company valuation and identified investment - Directed all aspects of investments for institutional clients by developing, implementing, and maintaining fixed income investment strategies with total AUM over $10B - Fostered an environment of transparency by clearly reporting financial performance of invested
    U.S. Securities & Exchange Commission
    Securities Examiner
    New York, NY, US
    December 2015 - June 2017
    FHN Financial
    Associate
    New York, NY, US
    June 2012 - December 2015
    Fannie Mae
    CMO
    New York, NY, US
    June 2011 - June 2012
    Oberon Securities
    Analyst, Investment Bank
    New York, NY, US
    June 2010 - June 2011