As a Senior Investment Analyst at Moneta, Geoff Eikmann assists with all aspects of investments, including research, manager due diligence, and fixed income trading and operations.
Geoff received his Bachelor of Science in Business Administration with concentrations in Finance and Banking from University of Missouri – Columbia. Prior to joining Moneta, he spent five years at Wells Fargo, first as Mutual Funds Operations Specialist and then as Fixed Income Product Specialist. During his time there, he expanded his expertise in investments and learned the importance of communication throughout the process.
At Moneta, Geoff applies his experience and expertise to his work with the Investment Team. He strives to be adaptable and to deliver quality work to the Moneta teams and their clients. In order to deliver the highest quality of work, Geoff is constantly looking for opportunities to further his expertise in the field and holds the CHARTERED FINANCIAL ANALYST® designation.
- CHARTERED FINANCIAL ANALYST®
- Series 65 licensed