Michael Monashefsky Email
Financial Advisor @ Confidential Planning
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Michael Monashefsky Location
- New York, United States
Michael Monashefsky Work
- Financial Advisor @ (March 2023 - Present)
- Financial Advisor @ (July 2022 - Present)
- Registered Client Service Associate @ (February 2022 - July 2022)
- Client Services Associate @ (September 2021 - February 2022)
- Analyst @ (November 2019 - September 2021)
- Client Service Representative @ (April 2017 - November 2019)
Michael Monashefsky Education
- University at Buffalo
Bachelor's degree (HISTORY)
2012-2016
Michael Monashefsky Skills
- Financial Services
- Global Custody
- Investment Strategies
- Mutual Funds
- Portfolio Management
- Risk Management
- Trading Systems
- Wealth Management Services
Michael Monashefsky Summary
- Michael Monashefsky, based in New York, United States, is currently a Financial Advisor at Confidential Planning. Michael Monashefsky brings experience from previous roles at Pinnacle Investments, LLC and BNY Mellon. Michael Monashefsky holds a 2012 - 2016 Bachelor's degree in HISTORY @ University at Buffalo. With a robust skill set that includes Financial Services, Global Custody, Investment Strategies, Mutual Funds, Portfolio Management and more. Michael Monashefsky has 2 emails on RocketReach.
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