Michael Grand Email & Phone Number
Founder | Wealth Manager
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Michael Grand Location
- New York, NY, US
Michael Grand Work
- 2024 -now Founder | Wealth Manager @ REVUP Private Wealth LLC
- 2024 -now Sr. Financial Advisor @
- 2023 -2024 Vice President Financial Consultant @
- 2019 -2023 Financial Consultant @
- 2015 -2018 Vice President, Regional Manager Internal Sales @
- 2010 -2015 Senior Associate, Internal Advisor Consultant @
- 2010 -2011 Investment Consultant @
- 2009 -2010 Senior Financial Advisor, CastleBrook Partners @
- 2007 -2008 Regional Consultant @
- 2005 -2007 Personal Banker @
Michael Grand Education
- Chartered Alternative Investment Analyst Association®
CAIA® (Alternative Investments (AI))
2016-2016 - University of Pennsylvania- The Wharton School
Certified Investment Management Analyst® (CIMA®) Certification (Finance)
2013-2013 - University at Buffalo
BA (Communication, Advertising/Marketing)
2002-2005
Michael Grand Skills
- Alternative Investments
- Leadership
- Series 63
- Financial Advisory
- Sales Process
- Strengthening Client Relationships
- Client Facing Skills
- Fixed Income
- Retirement Planning
- Sales
- Portfolio Management
- Cross Selling
- Financial Modeling
- Derivatives
- Investments
- Relationship Management
- Finance
- 401k
- Asset Allocation
- Investment Advisory
- Alternative Investment Strategies
- Strategic Planning
- Financial Services
- Asset Managment
- Wealth Management
- Equities
- Mutual Funds
- Sales Management
- FINRA
- Investment Strategies
- Securities Market
- Risk Management
- Asset Management
- Separately Managed Accounts
- Marketing
- New Business Development
- Fixed Income Strategies
- Customer Service
- Financial Analysis
- Management
- ETFs
- Due Diligence
- Marketing Strategy
- Sales Presentations
- Retirement
- CRM
- Series 7
- Securities
- Hedge Funds
- Interest Rate Hedging
- Financial Markets
Michael Grand Summary
- Michael Grand, based in New York, NY, US, is currently a Founder | Wealth Manager at REVUP Private Wealth LLC. Michael Grand brings experience from previous roles at New York Financial Partners - OSJ Affiliate of Osaic Wealth, Fidelity Investments and PIMCO. Michael Grand holds a 2016 - 2016 CAIA® in Alternative Investments (AI) @ Chartered Alternative Investment Analyst Association®. With a robust skill set that includes Alternative Investments, Leadership, Series 63, Financial Advisory, Sales Process and more. Michael Grand has 3 emails and 3 mobile phone numbers on RocketReach.
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