Michael Maddox Email & Phone Number
Regional Director - West Coast RIA, Wires and IBD @ Perpetual Group
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Michael Maddox Location
- Los Angeles, CA, US
Michael Maddox Work
- Regional Director - West Coast RIA, Wires and IBD @ (July 2025 - Present)
- Senior Vice President - Regional Director, West Coast RIA @ (January 2023 - July 2025)
- Regional Sales Director, So Cal RIA, IBD and Wires @ (July 2018 - July 2021)
- Senior Vice President, West Coast RIA @ (May 2016 - July 2018)
- Sr. Regional Vice President, South West RIA @ (April 2010 - April 2016)
- Vice President, West Coast RIA and National Accounts @ (February 2008 - December 2009)
- Senior Director of Business Development, West Coast RIA, IBD and Sub Advisory @ (February 2005 - January 2008)
- Junior Separate Account Specialist, West Coast Wires @ (June 2003 - February 2005)
- Financial Advisor @ (February 1998 - May 2003)
- Senior Underwriter @ (February 1996 - February 1998)
Michael Maddox Education
- California State University, Fresno
B.S. Bus Admin (Finance)
Michael Maddox Skills
- Mutual Funds
- Business Development
- Finance
- Bloomberg
- Asset Management
- Fixed Income
- Investments
- Cross-functional Team Leadership
- Investment Management
- Management
- Capital Markets
- Financial Services
- Separately Managed Accounts
- Structured Products
- ETFs
- Alternative Investments
- Series 7
- Asset Allocation
- Wealth Management
- Portfolio Management
- Equities
- Financial Advisory
- Securities
- Hedge Funds
- Investment Strategies
- Investment Advisory
- Private Equity
- 63 Licenses
- Alternative Investment Strategies
- Analytical Skills
- Business Relationship Management
- Business Strategy
- Business Travel
- Business-to-Business (B2B)
- CRM Databases
- Capital Raising
- Chartered Institute of Management Accountants (CIMA)
- Client Communication
- Client Relations
- Client-oriented
- Communication
- Competitive Assessment
- Competitive Landscape
- Consultative Selling
- Customer Service
- Direct Sales
- Due Diligence
- Establishing Relationships
- Financial Analysis
- Financial Concepts
- Fundraising
- Group Presentations
- Inbound Lead Generation
- Institutional Business Development
- Internal Sales
- Interpersonal Communication
- Interpersonal Skills
- Investment Products
- Investment Sales
- Investor Presentations
- Investor Relations
- Key Client Relationships
- Lead Generation
- Lead Qualification
- Leadership
- Market Analysis
- Marketing
- Multiple Projects Simultaneously
- Networking
- New Business Opportunities
- Outside Sales
- Presentation Skills
- Presentations
- Private Credit
- Product Knowledge
- Product Presentation
- Product Specialists
- Public Speaking
- Quantitative Analytics
- Record Of Success
- Relationship Building
- Relationship Development
- Roadshows
- Sales
- Sales Effectiveness
- Sales Management
- Sales Presentations
- Sales Processes
- Sales Strategy
- Sales Strategy Development
- Services Sales
- Strategic Partnerships
- Strategic Planning
- Strategy
- Team Building
- Team Management
- Teamwork
- Wholesale
- Working with Investors
- Written Communication
- Financial Institutions
- Cross Functional Team Leadership
Michael Maddox Summary
- Michael Maddox, based in Los Angeles, CA, US, is currently a Regional Director - West Coast RIA, Wires and IBD at Perpetual Group. Michael Maddox brings experience from previous roles at Axxes Capital, FS Investments, Neuberger Berman and Deutsche Bank. Michael Maddox holds a B.S. Bus Admin in Finance @ California State University, Fresno. With a robust skill set that includes Mutual Funds, Business Development, Finance, Bloomberg, Asset Management and more. Michael Maddox has 6 emails and 8 mobile phone numbers on RocketReach.
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