Michael Lebel Email & Phone Number
Portfolio Manager @ Bangor Savings Bank
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Michael Lebel Location
- Greenland, NH, US
Michael Lebel Work
- 2020 -now Portfolio Manager @
- 2016 -2020 Sr. Investment Analyst, OCIO @
- 2008 -2013 Director, Sr. Investment Analyst @
- 2014 -2016 Owner, CIO @ Tidal River Investment Management
- 2005 -2008 Sr. Research Analyst @
- 2013 -2014 Portfolio Manager and Relationship Manager @ Weyland Capital Management
- 2008 -2013 Director, Sr. Investment Analyst @
- 2014 -2016 Owner, CIO @ Tidal River Investment Management
- 2005 -2008 Sr. Research Analyst @
- 2002 -2005 Financial Planning Consultant @
- 2013 -2014 Portfolio Manager and Relationship Manager @ Weyland Capital Management
Michael Lebel Education
- Boston College Carroll School of Management
MBA
- Keene State College
BS (Business Management)
Michael Lebel Skills
- Series 7
- Series 63
- High Net Worth Sales
- Asset Allocation
- Financial Planning
- Portfolio Management
- Strategic Financial Planning
- Investments
- Finance
- Due Diligence
- Valuation
- Mutual Funds
- Investment Strategies
- Alternative Investments
- 401k
- Emerging Markets
- Retirement Planning
- Equities
- Asset Management
- Investment Management
- Wealth Management
- Relationship Management
- Fixed Income
- Strategic Financial
- Customer Service
- Financial Analysis
- Sales
Michael Lebel Summary
- Michael Lebel, based in Greenland, NH, US, is currently a Portfolio Manager at Bangor Savings Bank. Michael Lebel brings experience from previous roles at Mercer Investments, John Hancock Investments, Tidal River Investment Management and Fidelity Investments. Michael Lebel holds a MBA @ Boston College Carroll School of Management. With a robust skill set that includes Series 7, Series 63, High Net Worth Sales, Asset Allocation, Financial Planning and more. Michael Lebel has 1 emails and 1 mobile phone numbers on RocketReach.
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