Haim M's Location
New York, NY, US
Haim M's Work
- Vice President @ Summit Trail Advisors
- Chief Operating Officer @ Heritage Strategies LLC
- Consultant @ The Doman Group
- Client Administration Associate @ AQR Capital Management
- Senior Investor Services Analyst @ Jennison Associates LLC
- Senior Account Administrator @ Jennison Associates LLC
- Team Leader Client Services @ Double Rock Corporation
Haim M's 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's Skills
- Alternative Investments
- Leadership
- Series 63
- Investment Compliance
- Compliance Support
- Anti Money Laundering
- Fixed Income
- Bonds
- Account Management
- Financial Planning
Haim M's Summary
Haim M, based in New York, NY, US, is currently a Vice President at Summit Trail Advisors, bringing 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 Alternative Investments, Leadership, Series 63, Investment Compliance, Compliance Support and more, Haim M contributes valuable insights to the industry. Haim M has 4 emails and 1 mobile phone number on RocketReach.
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