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Michael Lebel Location
Greenland, NH, US
Michael Lebel Work
Portfolio Manager @ (May 2020 - Present)
Sr. Investment Analyst, OCIO @ (January 2016 - May 2020)
Director, Sr. Investment Analyst @ (January 2008 - December 2013)
Owner, CIO @ Tidal River Investment Management (January 2014 - January 2016)
Sr. Research Analyst @ (January 2005 - December 2008)
Portfolio Manager and Relationship Manager @ Weyland Capital Management (January 2013 - January 2014)
Director, Sr. Investment Analyst @ (January 2008 - January 2013)
Owner, CIO @ Tidal River Investment Management (January 2014 - December 2016)
Sr. Research Analyst @ (January 2005 - January 2008)
Financial Planning Consultant @ (May 2002 - August 2005)
Portfolio Manager and Relationship Manager @ Weyland Capital Management (January 2013 - December 2014)
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 2 emails and 1 mobile phone numbers on RocketReach.
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