Skyler Borgman Cfa, Cfp, Frm

Skyler Borgman has a diverse work experience in the financial industry. Skyler began their career at PNC Financial Services Group as a Work Lead for Voluntary Corporate Actions from October 2010 to July 2015. Skyler then joined State Street as a Senior Associate for Income Processing from July 2015 to May 2016. Afterwards, they worked at Morgan Stanley as a Financial Advisor from June 2016 to August 2018. Following that, they worked at Wells Fargo Advisors as a Financial Advisor from August 2018 to November 2019. Currently, they are an Analyst in Discretionary Portfolio Management at CAPTRUST, starting in November 2019.

Skyler Borgman, CFA, CFP, FRM, holds a Master of Science (M.S.) degree in Financial Analysis and Risk Management from Temple University, which was obtained from 2013 to 2016. Prior to that, Skyler earned a Bachelor of Science (B.S.) degree in Finance, General from Virginia Tech, completing the program from 2006 to 2010. In terms of additional certifications, Skyler obtained the Chartered Financial Analyst (CFA) Charterholder designation from the CFA Institute in February 2016. Skyler also achieved the Certified Financial Planner Practitioner designation from the CFP Board in August 2018. Most recently, in February 2020, Skyler became a Certified Financial Risk Manager (FRM) through the Global Association of Risk Professionals (GARP).