Michael Mallon Email & Phone Number
Financial Representative @ C&A FINANCIAL GROUP
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Michael Mallon Location
- Brick, NJ, US
Michael Mallon Work
- Financial Representative @ (July 2026 - Present)
- Vice-President | Core PM SMA High Scale Muni Team | Portfolio Manager @ (January 2025 - December 2025)
- Associate | Core PM SMA Fixed Income Implementation | Associate Portfolio Manager @ (September 2018 - December 2024)
- Analyst and Associate | Managed Account Team | USPC Specialist @ (August 2011 - August 2018)
- Analyst | Managed Account Team | Portfolio Specialist @ (October 2007 - August 2011)
- SMA Onboarding @ (June 2006 - October 2007)
- Reconciliation Specialist @ (February 2005 - June 2006)
- 401K Specialist @ (October 2003 - February 2005)
Michael Mallon Education
- Rider University
MBA (Finance)
- Clemson University
Bachelor of Science - BS (Finance and Financial Management Services)
- Saint Peter's Point Pleasant, NJ
Michael Mallon Skills
- 401(k) Retirement Savings Plans
- 401(k) Rollovers
- AI for Business
- Artificial Intelligence (AI)
- Asset Allocation
- BlackRock Aladdin
- Business Strategy
- Cash Reconciliation
- Communication
- Data Analysis
- Data Entry
- Equities
- Financial Modeling
- Financial Risk
- Financial Services
- Fixed Income
- General Ledger Reconciliations
- Investment Management
- Investment Strategies
- Investments
- Loans
- Microsoft Excel
- Microsoft Office
- Modeling
- Mutual Funds
- Operational Risk Management
- Optimization
- Performance Management
- Phone Etiquette
- Portfolio Management
- Portfolio Optimization
- Presentation Skills
- Professional Phone Skills
- Risk Management
- SMA
- Scalability
- Securities
- Separately Managed Accounts
- Series 7
- Team Leadership
- Technology Integration
- Trading
- Transition Management
- Equity
- Supervisor
- Asset Management
- Services
- Communications
Michael Mallon Summary
- Michael Mallon, based in Brick, NJ, US, is currently a Financial Representative at C&A FINANCIAL GROUP. Michael Mallon brings experience from previous roles at BlackRock. Michael Mallon holds a MBA in Finance @ Rider University. With a robust skill set that includes 401(k) Retirement Savings Plans, 401(k) Rollovers, AI for Business, Artificial Intelligence (AI), Asset Allocation and more. Michael Mallon has 2 emails and 1 mobile phone numbers on RocketReach.
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