Greg Trusz, CFA, is a diligent professional with a strong background in finance and investment analysis. With experience in managing high-grade fixed-income portfolios, analyzing market conditions, and overseeing budget requests for organizations, Greg has a diverse skill set. Greg is also proficient in utilizing Excel functions and macros to improve processes and collaborate effectively within team environments. Greg's educational background includes a Master of Business Administration from The Ohio State University Fisher College of Business and a Bachelor of Science in Business Administration with a focus on Finance from Bowling Green State University.
June 1, 2024 - present
July, 2021
September, 2015