Michael O'Malley's Location
Cape Coral, FL, US
Michael O'Malley's Work
- Trade Settlement Specialist @ MD Solutions
- Consultant @ Independent Consultant
- Senior Operations Specialist ► Portfolio and Cost-Basis Reconciliation ♦ Multi-Currency Reporting @ MD Solutions
- Investment Management Professional ► Portfolio and Workflow Analysis @ Self Employed
- Operations Manager ► Registered Investment Advisor ♦ Embedded Workflows ♦ Streamlined Operations @ FirstWave Financial
- Senior Operations Specialist ► Portfolio and Cost-Basis Reconciliation ♦ Multiple Client Environments @ MD Solutions
- Portfolio Operations Manager ► Asset Allocation and Fund Selection ♦ Developed Procedures and Processes @ Ingham Retirement Group
- Principal Owner @ O'Malley & Company, Inc.
- Vice President and Senior Investment Counselor @ Bank of Boston
- Generalist Analyst and Investment Operations Associate @ Baldwin Brothers - Wealth Management
Michael O'Malley's Education
- Middlebury College
Bachelor of Arts (B.A.) (Economics)
1978 - 1982
Michael O'Malley's Skills
- Equities
- Asset Allocation
- Analysis
- Options
- Start-ups
- Insurance
- Portfolio Management
- Capital Markets
- Business Analysis
- Series 24
Michael O'Malley's Summary
Michael O'Malley, based in Cape Coral, FL, US, is currently a Trade Settlement Specialist at MD Solutions, bringing experience from previous roles at Independent Consultant, MD Solutions, Self Employed and FirstWave Financial. Michael O'Malley holds a 1978 - 1982 Bachelor of Arts (B.A.) in Economics @ Middlebury College. With a robust skill set that includes Equities, Asset Allocation, Analysis, Options, Start-ups and more, Michael O'Malley contributes valuable insights to the industry. Michael O'Malley has 3 emails on RocketReach.
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