Michael Carlin Email & Phone Number
Executive Vice President @ Focus Partners Wealth
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Michael Carlin Location
- Phoenix, AZ, US
Michael Carlin Work
- 2024 -now Executive Vice President @
- 2022 -2025 Managing Director of Retirement Plans and Insurance @ InterOcean Capital Group, LLC at The Colony Group
- 2005 -2022 President @ Wealth Managment, LLC
- 2005 -2022 President @ Henry+Horne Wealth Management
- 2015 -2021 Board Member @
- 2010 -2012 Board Chair @
- 1998 -2003 Founder, Principal @
- 1996 -1998 Financial Advisor @
- 1995 -1996 Administration @
Michael Carlin Education
- Boston University
Advanced (School for Financial Planners)
1999-2000 - The George Washington University
BBA (Marketing)
1992-1996 - Framingham High School 1988-1992
Michael Carlin Skills
- Cash Flow
- Investment Banking
- Entrepreneurship
- Stocks
- Emerging Markets
- Asset Allocation
- Asset Management
- Accounting
- Estate Planning
- Financial Advisory
- Finance
- Financial Modeling
- Due Diligence
- Financial Services
- Investment Advisory
- Investment Management
- Investments
- Mergers
- Management
- Portfolio Management
- Mergers
- Retirement Planning
- Series 7
- Securities
- Valuation
- Strategic Financial Planning
- Wealth Management
- Research
- Strategic Financial
- Public Speaking
- Leadership
- Insurance
- Mergers and Acquisitions
- Strategic Planning
- Analytical Skill
- Retirement
- Integration
- Trading
- Financial Planning
- Financial Analysis
Michael Carlin Summary
- Michael Carlin, based in Phoenix, AZ, US, is currently a Executive Vice President at Focus Partners Wealth. Michael Carlin brings experience from previous roles at InterOcean Capital Group, LLC at The Colony Group, Wealth Managment, LLC, Henry+Horne Wealth Management and DEPCOM Power, Inc. Michael Carlin holds a 1999 - 2000 Advanced in School for Financial Planners @ Boston University. With a robust skill set that includes Cash Flow, Investment Banking, Entrepreneurship, Stocks, Emerging Markets and more. Michael Carlin has 3 emails and 3 mobile phone numbers on RocketReach.
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Gina Bradley
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