Haim M Email & Phone Number
Vice President @ Summit Trail Advisors
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Haim M Location
- New York, NY, US
Haim M Work
- Vice President @ (February 2021 - Present)
- Chief Operating Officer @ (January 2019 - February 2021)
- Consultant @ (April 2017 - September 2018)
- Client Administration Associate @ (June 2015 - April 2017)
- Senior Investor Services Analyst @ (January 2012 - May 2015)
- Senior Account Administrator @ (April 2011 - December 2011)
- Team Leader Client Services @ (June 2008 - April 2011)
Haim M Education
- Fordham Gabelli School of Business
Master's degree (Investor Relations)
2013-2015 - University at Albany, SUNY
Bachelor's degree (Economics)
2004-2005 - University of New Haven
(Sports Management/ Business Administration)
2001-2004
Haim M Skills
- Equities
- Mutual Funds
- Fixed Income
- Asset Management
- Investments
- Financial Services
- Securities
- Series 63
- Asset Managment
- Options
- Bloomberg
- Hedge Funds
- Alternative Investments
- Bonds
- Portfolio Management
- Bloomberg Terminal
- Factset
- Performance Attribution
- Investment Compliance
- Investment Company Act
- 1940 Act
- Regulatory Examinations
- Compliance Support
- Kyc
- Anti Money Laundering
- Client Services
- Marketing
- Project Management
- Investor Relations
- Investor Reporting
- Operations Management
- Operational Due Diligence
- Series 6
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Outlook
- Financial Planning
- Finance
- Customer Service
- Customer Relationship Management (CRM)
- Data Analysis
- Management
- Team Leadership
- Due Diligence
- Leadership
- Financial Analysis
- Risk Management
- Account Management
Haim M Summary
- Haim M, based in New York, NY, US, is currently a Vice President at Summit Trail Advisors. Haim M brings experience from previous roles at Heritage Strategies LLC, The Doman Group, AQR Capital Management and Jennison Associates. Haim M holds a 2013 - 2015 Master's degree in Investor Relations @ Fordham Gabelli School of Business. With a robust skill set that includes Equities, Mutual Funds, Fixed Income, Asset Management, Investments and more. Haim M has 3 emails and 4 mobile phone numbers on RocketReach.
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