Michael Fleming Email & Phone Number
Senior Vice President-Wealth Manager and Trust Officer @ Halliday Financial
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Michael Fleming Location
- Glen Head, NY, US
Michael Fleming Work
- 2009 -now Senior Vice President-Wealth Manager and Trust Officer @
- 2005 -2009 Vice President-Portfolio Manager @ Furgueson Capital Management
- 2002 -2005 Vice President @
- 1995 -2002 Vice President @
- 1993 -1995 Lieutenant @
Michael Fleming Education
- Pace University School of Law
Doctor of Law (J.D.) (Law)
1997-2001 - American University
B.A. (Economic Theory)
1989-1993
Michael Fleming Skills
- Estate Planning
- Asset Management
- Investments
- Portfolio Management
- Asset Managment
- Investment Management
- Alternative Investments
- Series 63
- Asset Allocation
- Financial Services
- Risk Management
- Retirement Planning
- Series 7
- Bonds
- Mutual Funds
- Strategic Financial Planning
- Wealth Management Services
- Investment Advisory
- Equities
- Estate Administration
- Fixed Income
- Fixed Annuities
- Hedge Funds
- Wealth Management
- Tax
- Securities
- Bloomberg
- Financial Planning
- Capital Markets
- Finance
- Financial Advisory
- Investment Strategies
- Management
- Trusts
- Sales
- Banking
- Marketing
- Strategic Planning
- Microsoft Excel
- Military
- Financial Analysis
Michael Fleming Summary
- Michael Fleming, based in Glen Head, NY, US, is currently a Senior Vice President-Wealth Manager and Trust Officer at Halliday Financial. Michael Fleming brings experience from previous roles at Furgueson Capital Management, The Bank of New York, US Trust and U.S. Navy. Michael Fleming holds a 1997 - 2001 Doctor of Law (J.D.) in Law @ Pace University School of Law. With a robust skill set that includes Estate Planning, Asset Management, Investments, Portfolio Management, Asset Managment and more. Michael Fleming has 4 emails and 3 mobile phone numbers on RocketReach.
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