Joe O'Flaherty Email & Phone Number
Chief Investment Officer / Investment Advisor @ Channel Wealth
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Joe O'Flaherty Location
- Santa Barbara, CA, US
Joe O'Flaherty Work
- Chief Investment Officer / Investment Advisor @ (October 2022 - Present)
- Managing Director, Portfolio Manager @ (October 2017 - August 2022)
- Vice President, Senior Research Analyst - International Equities @ (March 2013 - October 2017)
- International Research Analyst @ (November 2009 - February 2013)
- Financial Analyst @ (October 2008 - November 2009)
- Head Securities Trader / Credit Analyst @ (February 2000 - March 2007)
Joe O'Flaherty Education
- Pepperdine University
Master Of Business Administration
2004-2006 - University Of California - Santa Barbara
Bachelor Of Arts
1995-1999
Joe O'Flaherty Skills
- CIO Advisory Services
- Corporate Portfolio Management
- International Investment
- Socially Responsible Investing
- fp&a
- Corporate Finance
- Planning Budgeting & Forecasting
- Credit Analysis
- Fixed-Income Investing
- Trading Systems
- Financial Analysis
- Client Presentation
- Financial Modeling
- Equities
- Portfolio Management
- Investments
- Bloomberg
- Asset Management
- Fixed Income
- Mutual Funds
- Investment Management
- Leadership
- Securities
- Management
- Forecasting
- Finance
- Bloomberg Terminal
- Financial Services
- Budgets
- Equity Research
- Microsoft Excel
- Strategic Planning
Joe O'Flaherty Summary
- Joe O'Flaherty, based in Santa Barbara, CA, US, is currently a Chief Investment Officer / Investment Advisor at Channel Wealth. Joe O'Flaherty brings experience from previous roles at Nuveen, Santa Barbara Asset Management and American Communications. Joe O'Flaherty holds a 2004 - 2006 Master Of Business Administration @ Pepperdine University. With a robust skill set that includes CIO Advisory Services, Corporate Portfolio Management, International Investment, Socially Responsible Investing, fp&a and more. Joe O'Flaherty has 5 emails and 3 mobile phone numbers on RocketReach.
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