Michael Margulis Email & Phone Number
Vice President and Officer, Investment Performance and Analytics @ Financial Services Company
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Michael Margulis Location
- Maple Grove, MN, US
Michael Margulis Work
- 2022 -now Vice President and Officer, Investment Performance and Analytics @
- 2015 -2022 Vice President, Investment Performance and Analytics @
- 2005 -2015 Director @ LP Capital Advisors (aquired by Pavilion Financial Corporation)
- 2002 -2004 Associate @ Barclays Global Investors (acquired by BlackRock)
- 2000 -2001 Analyst @ Laurel Management Company (acquired by Offit Hall Capital Management)
- 1998 -2000 Investment Consultant @ Vestek (acquired by Thomson Financial)
Michael Margulis Education
- University of California, Davis - Graduate School of Management
Master of Business Administration (M.B.A.)
2002-2005 - UC Santa Barbara
Bachelor's Degree (Mathematics/Economics)
1994-1998 - College Park High School
Pleasant Hill, CA
1991-1994
Michael Margulis Skills
- Valuation
- Private Equity
- Financial Analysis
- Due Diligence
- Investments
- Alternative Investments
- Asset Management
- Venture Capital
- Portfolio Management
- Financial Services
- Albridge Wealth Reporting Awr
- Equities
- Project Management
- Strategy
- Albridge Wealth Reporting
Michael Margulis Summary
- Michael Margulis, based in Maple Grove, MN, US, is currently a Vice President and Officer, Investment Performance and Analytics at Ameriprise Financial Services, LLC. Michael Margulis brings experience from previous roles at Ameriprise Financial Services, LLC, LP Capital Advisors (aquired by Pavilion Financial Corporation), Barclays Global Investors (acquired by BlackRock) and Laurel Management Company (acquired by Offit Hall Capital Management). Michael Margulis holds a 2002 - 2005 Master of Business Administration (M.B.A.) @ University of California, Davis - Graduate School of Management. With a robust skill set that includes Valuation, Private Equity, Financial Analysis, Due Diligence, Investments and more. Michael Margulis has 1 emails and 1 mobile phone numbers on RocketReach.
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