Michael McDonough Email & Phone Number
Regional Vice President @ Halo Investing
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Michael McDonough Location
- Chapel Hill, NC, US
Michael McDonough Work
- 2026 -now Regional Vice President @
- 2023 -2025 Senior Vice President, RIA and Family Office Distribution @
- 2020 -2022 Director of Advisor Relations @
- 2017 -2020 Director of Capital Development @
- 2014 -2017 Regional Director @
- 2013 -2014 Regional Vice President @
- 2012 -2013 Senior Regional Associate - West Coast @
- 2010 -2012 Director Of Inside Sales @
- 2008 -2010 Senior Regional Associate - East Coast @
- 2005 -2008 Senior Internal Wholesaler @ AIG SunAmerica
- 2003 -2005 Internal Wholesaler @
Michael McDonough Education
-
BS (Chi-Phi Fraternity)
- University of Bath
(Summer Study Abroad: English Lit and History)
Michael McDonough Skills
- Alternative Investments
- Mutual Funds
- Hedge Funds
- Sales
- Relationship Management
- Investments
- Wealth Management Services
- Asset Management
- Investment Strategies
- Private Equity
- Portfolio Management
- CAIA
- Financial Services
- Alternative Mutual Funds
- Asset Managment
- Series 7
- Territory Management
- Solution Selling
- Strategic Planning
- Sales Presentations
- Territory Development
- Relationship Building
- Public Speaking
- Investment Advisory
- Listen
- Separately Managed Accounts
- Distribution Strategies
- Sales Management
- Customer Service
- Consultative Selling Style
- Asset Allocation
- Wealth Management
- Fixed Income
- Private Investment
- Series 24
- Securities
- Equities
- Management
- Series 63
- Finance
- Business Development
- Business Relationship Management
- Microsoft Word
- Microsoft Excel
- Leadership
- Sales Process
- Strategic Partnerships
- Salesforce.com
- Qualifying Prospects
- Rias
- Cold Calling
- Networking
- Cross Selling
- Capital Markets
- Communication
- Education
- Real Estate Private Equity
- Fund of Funds
- Pardot
- Family Office
- Multitasking
- Teamwork
- Problem Solving
- Client Rapport
- Marketing Strategy
- Sales Analysis
Michael McDonough Summary
- Michael McDonough, based in Chapel Hill, NC, US, is currently a Regional Vice President at Halo Investing. Michael McDonough brings experience from previous roles at Carter Funds, PPB Capital Partners, Virtus Real Estate Capital and Hatteras Investment Partners. Michael McDonough holds a BS in Chi-Phi Fraternity. With a robust skill set that includes Alternative Investments, Mutual Funds, Hedge Funds, Sales, Relationship Management and more. Michael McDonough has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Halo Investing Employees
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Head of Halo Investing Insurance Services
Saint Paul, MN, US
Michael Carmody
Enterprise Business Development Director
Parker, CO, US
Jason Barsema
Co-Founder and President
Chicago, IL, US
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Chris Virgilio
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Chicago, IL, US
Kevin Doyle
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Chicago, IL, US
Matthew Pfister
Director of Frontend Engineering
Barrington, IL, US
Matt Radgowski
Chief Executive Officer
Chicago, IL, US
Chloe Leitzke
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