Michael Arteaga Email & Phone Number
Private Wealth Manager @ AdvicePeriod
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Michael Arteaga Location
- Los Angeles, CA, US
Michael Arteaga Work
- Private Wealth Manager @ (August 2022 - Present)
- Sr. Advisory Analyst @ (July 2021 - July 2022)
- Sr. Analyst @ (September 2019 - July 2021)
- Registered Private Wealth Associate @ (June 2018 - August 2019)
- Client Associate @ (November 2017 - May 2018)
- Private Wealth Associate @ (June 2017 - November 2017)
- Client Associate @ (January 2017 - June 2017)
- Global Wealth Investment Advisory Intern @ (November 2016 - January 2017)
- Private Wealth Management Intern @ (September 2015 - July 2016)
- Accounting Intern @ YuMe (July 2015 - September 2015)
- Finance Intern @ (June 2013 - August 2013)
Michael Arteaga Education
- University of San Francisco
Bachelor of Business Administration (B.B.A.) (Finance, General)
2014-2018 - St. John Bosco
High School (High School/Secondary Diplomas and Certificates)
2010-2014
Michael Arteaga Skills
- Administrative Assistance
- Retrieval
- Close Attention to Detail
- Market
- Financial Data
- Fixed Annuities
- Prospects
- Payments
- Audio Conferencing
- Expenses
- Vendors
- Copying
- Wealth Management Services
- Slides
- Net
- Memos
- Allocating
- Market Research
- Revisions
- Upkeep
- Finance
- Data Formats
- Market Information
- Business Administration
- Strategic Financial Planning
- IRR
- Windows 7
- Direct Mail
- Management
- Simulations
- File Systems
- Delta
- Financial Statements
- Science
- Assurance
- CRM
- Worksheets
- Leadership
- Auditing
- PowerPoint
- Public Speaking
- Accounting
- Financial Forecasting
- Observation
- System
- Team Management
- Sage Act
- Reports
- Strategy
- Verifying
- Account Reconciliation
- Financial Accounting
- Microsoft Office
- Revision
- Microsoft Excel
- Microsoft Publisher
- Redwood
- Customer Service
- Confidentiality
- Conferences
- Customer Acquisition
- Assembly
- Documentation
- Project Management
- Scheduling
- Research
- Accounts Payable
- Analysis
- Binding
- Gamma
- Social Media
- Corporate Finance
- Financial Modeling
- Web Design
- Office Management
- Communication
- Fund Accounting
- Sheet
- Operations
- Account Maintenance
- Credit
- Time Management
- SAP XI
- Investment Banking
- Analytics
- Pitch
- Presentations
- Pricing
- Websites
- Responsibility
- Internal Audit
- Six Sigma
- Banners
- Distribution
- Clarification
- Account Management
- New York
- Watches
- Administration Support
- Stress Management
- Guidelines
- Windows 8.1
- Materials
- Citations
- Outlook
- San Francisco
- Volatility
- Stocks
- Special Projects
- Financial Analysis
- Invoicing
- Decision Making
- Accounting Applications
- Budgets
- Due Diligence
- Risk
- Filing
- Conceptual Modeling
- Meetings
- Debit Cards
- Database Systems
- Expense Management
- Liabilities
- Cypress
- Coordinated
- Leadership Experience
- Databases
Michael Arteaga Summary
- Michael Arteaga, based in Los Angeles, CA, US, is currently a Private Wealth Manager at AdvicePeriod. Michael Arteaga brings experience from previous roles at ICONIQ Capital, AdvicePeriod and Merrill Lynch. Michael Arteaga holds a 2014 - 2018 Bachelor of Business Administration (B.B.A.) in Finance, General @ University of San Francisco. With a robust skill set that includes Administrative Assistance, Retrieval, Close Attention to Detail, Market, Financial Data and more. Michael Arteaga has 2 emails and 1 mobile phone numbers on RocketReach.
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