Matthew MacMichael Email & Phone Number
Managing Director and Investments, Complex Branch Manager - Stifel @ Stifel Financial Corp.
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Matthew MacMichael Location
- Phoenix, AZ, US
Matthew MacMichael Work
- 2025 -now Managing Director and Investments, Complex Branch Manager - Stifel @
- 2023 -2025 Managing Director @ JP Morgan Wealth Mangement
- 2021 -2023 Managing Director @
- 2018 -2021 MD and Market Executive @
- 2015 -2018 Market Sales Manager @
- 2012 -2018 MD and Wealth Manager @
- 2009 -2012 Senior Vice President @
- 1998 -2009 CEO @ Haddon Financial Group
Matthew MacMichael Education
- Washington State University
Pursuing a Master of Business Administration - MBA (Business Administration and Management, General)
2023-2026 - Liberty University
Bachelor of Science (BS) (Government: Pre-Law)
1992-1997
Matthew MacMichael Skills
- Retirement
- High Net Worth Individuals
- Financial Services
- Series 65
- Investment Management
- Sports
- High Net Worth
- Investments
- Funding
- Strategy
- Financial Advisory
- Time Management
- Strategic Financial
- Business Development
- Project Management
- Asset Allocation
- Risk Management
- Management
- Retirement Planning
- Wealth
- Series 7
- Wealth Management
- Alternative Investments
- Mortgage Lending
- Fixed Income
- Public Speaking
- Mergers
- Investment Strategies
- Securities
- Teaching
- Financial Analysis
- Portfolio Management
- Capital Markets
- Strategic Financial Planning
- Leadership
- Research
- Banking
- Wealth Management Services
- Asset Management
- Series 24
- Insurance
- Strategic Planning
- Customer Service
- 401k
- Series 63
- Finance
- Equities
- Investment Advisory
Matthew MacMichael Summary
- Matthew MacMichael, based in Phoenix, AZ, US, is currently a Managing Director and Investments, Complex Branch Manager - Stifel at Stifel Financial Corp.. Matthew MacMichael brings experience from previous roles at JP Morgan Wealth Mangement, First Republic Bank and Merrill Lynch. Matthew MacMichael holds a 2023 - 2026 Pursuing a Master of Business Administration - MBA in Business Administration and Management, General @ Washington State University. With a robust skill set that includes Retirement, High Net Worth Individuals, Financial Services, Series 65, Investment Management and more. Matthew MacMichael has 2 emails and 1 mobile phone numbers on RocketReach.
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