Eric Engstrom, CIMA®

Vice President, Investment Portfolio Manager @ First Business Bank

About

In March 2022, I joined First Business Bank as Vice President-Investment Portfolio Manager out of their Madison office. As a part of our investment committee, I work with our other Portfolio Managers to optimize our investment portfolios and expand our offerings, then working with clients to implement those strategies.

Country

United States

City

Madison

Industry

Investment Management

Skill

Science, Mathematics, Public Speaking, Public Relations, Employee Relations, Higher Education, Educational Leadership, Education, Community Outreach, Microsoft Office, Nonprofits, Event Planning, Strategy, Research, Teaching, Editing, Microsoft Excel, Team Leadership, Customer Service, Financial Analysis

Experience

Vice President, Investment Portfolio Manager

First Business Bank

2022-3 - Present · 4 yrs 7 mos

401 Charmany Drive, Madison WI

Director, Investment Management

Central Wealth Management

2017-2 - 2022-3 · 5 yrs 2 mos

Madison, Wisconsin Area

My role is to construct and maintain appropriate investment portfolios for a variety of goals and strategies. Based on thorough analysis, both quantitative and qualitative, I can help determine asset allocations that perform efficiently compared to carefully determined benchmarks.

Financial Services Professional

NYLIFE Securities LLC

2014-6 - 2017-1 · 2 yrs 8 mos

999 Fourier Dr., Madison, WI 53717

Physics/Astronomy Teacher

Wayland Academy

2012-8 - 2014-8 · 2 yrs 1 mo

I have spent my time at Wayland Academy teaching high school science, ranging from chemistry and physics to starting my own astronomy curriculum. Besides teaching, I have acted as a varsity coach for basketball and football, provided dorm supervision, and served as the mentoring adult for students.