Michael O'Toole Email & Phone Number
Wealth Management Advisor, Managing Director @ Merrill Lynch
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Michael O'Toole Location
- New York, United States
Michael O'Toole Work
- 1993 -now Wealth Management Advisor, Managing Director @
- 1990 -1993 Intelligence Officer @
- 1986 -1990 Student @
Michael O'Toole Education
- UCLA Anderson School of Management - Retirement Education Planning
Other
2014-2014 - Stanford GSB - Foundations of Investment Management
Other
2010-2010 - Unversity of Chicago, Booth School of Business - Behavioral Finance & Efficient Market Theory
Other
2008-2008 - University of Pennsylvania, The Wharton School - Certified Investment Management Analyst program
Other
2003-2003 - United States Military Academy
Bachelor's Degree
1986-1990
Michael O'Toole Skills
- Corporate Retirement Planning
- Retirement Benefits Consultant
- Customized Retirement Planning
- Goals-Based Wealth Management
- Wealth Management and Investment Planning
- Customized Investment Strategies
- Behavioral Finance
- Microsoft Exchange
- Active Directory
- Windows Server
- Servers
- IIS
- Data Center
- Windows XP
- DNS
- SharePoint
- Microsoft SQL Server
- Disaster Recovery
- Troubleshooting
- Network Administration
- Operating Systems
- Help Desk Support
- SMTP
- LDAP
- HTML
- VMware
- Exchange 2003
- Exchange 2007
- Exchange 2000
- Messaging
- Outlook
- Firefox
- Thunderbird
- Homesite
- Microsoft Windows 98
- Web Design
- Web 2.0
- Intranet
- Windows Server 2003
- Windows XP Professional
- Exchange 2010
- Exchange 5.5
- Windows Server 2008
- SQL Server
- Portfolio Optimization
- Portfolio Management
- Wealth Management
- Investments
- Estate Planning
- 401k
- Investment Advisory
- Alternative Investments
- Employee Benefits
- Private Equity
- Retirement Planning
- Asset Allocation
- Strategy
- Goals Based Wealth Management
Michael O'Toole Summary
- Michael O'Toole, based in New York, United States, is currently a Wealth Management Advisor, Managing Director at Merrill Lynch Wealth Management. Michael O'Toole brings experience from previous roles at US Army and U.S. Military Academy. Michael O'Toole holds a 2014 - 2014 Other @ UCLA Anderson School of Management - Retirement Education Planning. With a robust skill set that includes Corporate Retirement Planning, Retirement Benefits Consultant, Customized Retirement Planning, Goals-Based Wealth Management, Wealth Management and Investment Planning and more. Michael O'Toole has 1 emails and 3 mobile phone numbers on RocketReach.
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