Michael Barnes Email & Phone Number
Chief Operating Officer @ Ellevest
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Michael Barnes Location
- New York, NY, US
Michael Barnes Work
- 2026 -now Chief Operating Officer @
- 2024 -2026 Managing Director - Head of Operations @
- 2022 -2024 VP of Financial Operations @
- 2022 -2022 Director, PWM Product Strategy @
- 2020 -2022 Principal, Business Consulting @
- 2018 -2020 SVP, Head of Operations @
- 2014 -2018 VP, Head of Operations @
- 2010 -2014 Vice President - Intermediary Account Administration Group @
- 2007 -2010 Manager - Asset Management Guideline Oversight @
- 2006 -2007 Associate - Asset Management Business Control @
Michael Barnes Education
- University at Albany, SUNY 2000-2004
Michael Barnes Skills
- Operations Management
- Customer Sucess
- Business Process
- Wealth Management
- Strategic Planning
- Strategy
- Asset Management
- Investments
- Financial Planning
- Financial Services
- Business Process Improvement
- Data Analysis
- Project Management
- Change Management
- Process Automation
- Financial Reporting
- Go-to-market Strategy
- Business Strategy
- Project Planning
- Planning
- Due Diligence
- Integration
- Customer Relationship Management (CRM)
- Risk Management
- Management
- Culture Change
- Client Services
- Business Relationship Management
- Business Operations
- CRM Databases
- RIAs
- Process Improvement
- FinTech
- Series 24
- series 9
- series 10
- series 7
- series 66
- compliance
- risk
- Error Correction
- Growth Strategies
- KYC
- Service Standards
- PowerPoint
- Training
- Sales
- Go to Market Strategy
Michael Barnes Summary
- Michael Barnes, based in New York, NY, US, is currently a Chief Operating Officer at Ellevest. Michael Barnes brings experience from previous roles at Robertson Stephens, Ellevest and EPAM Systems. Michael Barnes holds a 2000 - 2004 University at Albany, SUNY. With a robust skill set that includes Operations Management, Customer Sucess, Business Process, Wealth Management, Strategic Planning and more. Michael Barnes has 2 emails and 2 mobile phone numbers on RocketReach.
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