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Roland Wikstrom, Cfa, Ctp
Roland Wikstrom, CFA, CTP, a seasoned investment professional based in New York, brings extensive experience and expertise in finance to the table.
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Location
New York, New York, United States, US
Bio
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Roland Wikstrom is a seasoned finance professional with a strong foundation in treasury management and investment analysis. Holding a Certified Treasury Professional (CTP) designation from the Association for Financial Professionals, issued in 2020, and a Chartered Financial Analyst (CFA) certification from the CFA Institute, earned in 2001, Roland has demonstrated expertise in financial planning and portfolio management.
With licenses in Series 7, 24, and 63 from FINRA, Roland has a broad understanding of the financial industry and its regulations. This expertise, combined with his CTP and CFA credentials, positions him as a trusted authority in treasury and investment strategies.
As a New York-based professional, Roland brings a unique perspective to the financial landscape, with a deep understanding of the global market and its complexities. His extensive experience and certifications make him an invaluable asset to any organization seeking a seasoned finance expert.
Credentials
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Certified Treasury Professional (CTP)
Association for Financial ProfessionalsJan, 2020- Apr, 2026 -
CFA
CFA InstituteJun, 2001- Apr, 2026 -
Series 7, 24, 63 licenses
FINRA
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Industry Focus. “Investment Banking”
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