Michael Gandy Location
- California, United States
Michael Gandy Work
- 2024 - now Senior Wealth Advisor @
- 2023 - 2024 Investment Strategist @
- 2022 - 2023 Director - Intermediary Sales - West @
- 2017 - 2021 Regional Vice President, ETF Investment Specialist (Western US) @
- 2013 - 2017 Executive Director, Wealth Advisory Channel (Western US) @
- 2005 - 2013 Director, Head of US and APAC Client Service Team @
- 2002 - 2004 First Vice President, Institutional Regional Director (Western US) @ Insight Capital Research and Management
- 2010 - 2013 Director, Head of EMEA Client Service and Investment Operations @
- 1998 - 2000 Associate - Asset Management, Fund Accounting @
- 2005 - 2010 Director, Head of Transition Manager and Client Service Team @
Michael Gandy Education
- University of Southern California
Michael Gandy Skills
- Financial Markets
- Mutual Funds
- Microsoft Excel
- Investment Management
- ETFs
- Asset Management
- Investments
- Portfolio Management
- Fixed Income
- Financial Services
- Alternative Investments
- Financial Analysis
- Hedge Funds
- Securities
- Financial Modeling
- Due Diligence
- Derivatives
- Risk Management
- Valuation
- Asset Managment
- Business Strategy
- International Business
- Sales
- Project Management
- Financial Advisory
- Sales Management
- New Business Development
- Capital Markets
- Portfolio Analysis
- Investment Strategies
- Consultative Selling
- Equities
- Financial Planning
- Program Management
- Data Analysis
- Transition Management
- Management
- Leadership
- Cross-functional Team Leadership
- Team Leadership
- Investment Advisory Services
- Investment Research
- Client Presentation
- Face to Face Presentations
- Compliance
- Client-Centric Sales
- Portfolio Consulting
- Series 63
- Chartered Financial Analyst
- Business Development
- Microsoft Office
- Microsoft Word
- Customer Service
Michael Gandy Summary
- Michael Gandy, based in California, United States, is currently a Senior Wealth Advisor at Mercer Advisors. Michael Gandy brings experience from previous roles at FB Investment Services, A Division of Fremont Bank, Great Lakes Advisors®, VanEck and MSCI Inc.. Michael Gandy holds a University of Southern California. With a robust skill set that includes Financial Markets, Mutual Funds, Microsoft Excel, Investment Management, ETFs and more. Michael Gandy has 3 emails and 3 mobile phone numbers on RocketReach.
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