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
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 2 mobile phone numbers on RocketReach.
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Top Focus Partners Wealth Employees
Jesse Stumpf
Managing Director, Research
Chicago, IL, US
Varun Sanon
Managing Director
United States
Kristi de Grys
Managing Director, Investments
Kirkland, WA, US
Garry Taylor
Managing Director
New York, NY, US
John Paduano
Managing Director, Senior Portfolio Manager
New York, NY, US
Justin Ferri
President
Boulder, CO, US
Michael Green
Managing Director and Senior Wealth Advisor
Parsippany-Troy Hills, NJ, US
Neil Campbell
Managing Director
Atlanta, GA, US
Nick Giacoumakis
Managing Director and Senior Wealth Adivosr
Windham, NH, US
Dhruv Gupta
Chief Financial Officer
New York, NY, US
Vineeta Raketich
Managing Director, Client Service
Chicago, IL, US
Sean Quigley
Managing Director, Southeast
Tampa, FL, US
Jonathan Lee
Managing Director, Research
New York, NY, US
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