Mary Flaherty Email & Phone Number
Founder and Portfolio Manager
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Mary Flaherty Location
- Denver, CO, US
Mary Flaherty Work
- Founder and Portfolio Manager @ MKF Private Wealth Management (April 2022 - Present)
- VP - Financial Consultant @ (August 2015 - June 2021)
- Associate Financial Consultant @ (September 2014 - August 2015)
- High Net Worth Specialist- Active Trader @ (August 2011 - August 2014)
- Finance Analyst @ Triage Custom Inc. (January 2010 - June 2010)
Mary Flaherty Education
- The London School of Economics and Political Science (LSE) 2010-2011
- University of Denver - Daniels College of Business
BSBA (Finance; Biological Sciences, Spanish Minor)
2007-2011 - Universidad de Granada 2009-2010
- Shattuck - St. Mary's School
Diploma with honors
2005-2007 - UMN Carlson School of Management
Finance and Financial Management Services
2008
Mary Flaherty Skills
- 401(k) Retirement Savings Plans
- 401K Rollovers
- Account Management
- Accounting
- Asset Allocation
- Asset Management
- Charitable Gift Planning
- Executive Compensation Planning
- Executive Management
- Finance
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Planning
- Hedge Funds
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Management
- Mutual Funds
- Options Strategies
- Portfolio Management
- Portfolio Optimization
- Private Equity
- Retirement Planning
- Securities
- Small Business
- Spanish
- Strategic Financial Management
- Tax Advisory
- Technical Analysis
- Trading
- Trading Platform Specialist
- Wealth Management Services
Mary Flaherty Summary
- Mary Flaherty, based in Denver, CO, US, is currently a Founder and Portfolio Manager at MKF Private Wealth Management. Mary Flaherty brings experience from previous roles at Charles Schwab and Triage Custom Inc.. Mary Flaherty holds a 2010 - 2011 The London School of Economics and Political Science (LSE). With a robust skill set that includes 401(k) Retirement Savings Plans, 401K Rollovers, Account Management, Accounting, Asset Allocation and more. Mary Flaherty has 1 emails and 1 mobile phone numbers on RocketReach.
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