Michael Higdon Email & Phone Number
Case Advisor @ Wells Fargo Advisors
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Michael Higdon Location
- Charlotte, NC, US
Michael Higdon Work
- Case Advisor @ (February 2021 - Present)
- Associate Analyst, Overlay Portfolio Management Group @ (February 2017 - November 2020)
- Senior Operations Specialist @ (September 2014 - February 2017)
- Operations Specialist (Contractor) @ (August 2013 - September 2014)
- Valuation Associate (Subcontractor) @ Birch Valuation, LLC (April 2013 - October 2013)
- SurePrep Verifier @ Contractor (January 2013 - April 2013)
- Accountant 2 and Auditor @ Contractor (February 2012 - April 2012)
Michael Higdon Education
- California State University-Long Beach - College of Business
MBA (Finance)
2008-2010 - California State University-Long Beach - College of Business
Bachelor's Degree (Management and Finance - concentration in Investments)
2003-2006
Michael Higdon Skills
- 401k
- Access
- Accounting
- Alternative Investments
- Analysis
- Analytical Skills
- Asset Allocation
- Asset Management
- Asset Managment
- Banking
- Bloomberg
- Business Analysis
- Cash Management
- Corporate Finance
- Credit
- Customer Service
- Data Analysis
- Due Diligence
- Economics
- Equities
- Equity Valuation
- Finance
- Financial Analysis
- Financial Modeling
- Financial Reporting
- Financial Services
- Financial Statements
- Fixed Income
- Forecasting
- Hedge Funds
- Insurance
- Investment Management
- Investments
- Leadership
- Management
- Microsoft Excel
- Mutual Funds
- Options
- Payroll
- PeopleSoft
- Portfolio Management
- Process Improvement
- Risk Management
- Securities
- Strategic Financial Planning
- Time Management
- Valuation
Michael Higdon Summary
- Michael Higdon, based in Charlotte, NC, US, is currently a Case Advisor at Wells Fargo Advisors. Michael Higdon brings experience from previous roles at LPL Financial and Birch Valuation, LLC. Michael Higdon holds a 2008 - 2010 MBA in Finance @ California State University-Long Beach - College of Business. With a robust skill set that includes 401k, Access, Accounting, Alternative Investments, Analysis and more. Michael Higdon has 3 emails and 1 mobile phone numbers on RocketReach.
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