Manager Investment Operations @ (March 2021 - January 2026)
Investment Adviser Representative and Operations Manager @ (January 2019 - March 2021)
Investment Adviser Representative and Operations Associate @ (April 2018 - March 2021)
Sales and Operations Associate @ (April 2016 - March 2021)
Michael Duvally Education
Philadelphia University
Finance
2011-2015
Chaminade High School 2007-2011
Michael Duvally Skills
Matlab
Automotive
Microsoft Excel
Microsoft Office
Microsoft Word
PowerPoint
Public Speaking
Social Media
Teamwork
Customer Service
Solidworks
Pro Engineer
Leadership
Time Management
Research
Microsoft PowerPoint
Data Analysis
Series 65
Photoshop
Social Networking
Asset Management
Client Services
Communication
Financial Services
Mutual Funds
Private Wealth Management
Relationship Development
Wealth Management Services
Michael Duvally Summary
Michael Duvally, based in New York, NY, US, is currently a Wealth Advisor and Manager Investment Operations at 5C Capital Management. LLC. Michael Duvally brings experience from previous roles at 5C Capital Management. LLC and 4Thought Financial Group, Inc.. Michael Duvally holds a 2011 - 2015 Finance @ Philadelphia University. With a robust skill set that includes Matlab, Automotive, Microsoft Excel, Microsoft Office, Microsoft Word and more. Michael Duvally has 2 emails and 1 mobile phone numbers on RocketReach.
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