Michael Sanchez Email & Phone Number
Senior Vice President, Operations and Facilities @ Lido Advisors, LLC
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Michael Sanchez Location
- La Verne, CA, US
Michael Sanchez Work
- 2022 -now Senior Vice President, Operations and Facilities @
- 2019 -now Vice President, Operations @
- 2013 -2019 Chief Operating Officer and Chief Compliance Officer @ Banyan Tree Asset Management
- 2012 -2013 Chief Compliance Officer @ Abridge Partners
- 2009 -2012 Director of Business Development @
- 2009 -2010 Chief Compliance Officer @
- 2007 -2009 Chief Operating Officer and Chief Compliance Officer @
- 1998 -2005 Chief Administrator Officer and Chief Compliance Officer @
Michael Sanchez Education
- University of Southern California
Bachelor Of Arts (International Relations)
1982-1984 - Amherst (Ma) Regional High School 1979
Michael Sanchez Skills
- Alternative Investments
- Series 63
- Strategic Partnerships
- Fixed Income
- Bonds
- Executive Management
- Valuation
- Wealth Management Services
- Start Ups
- Portfolio Management
- Investments
- Bloomberg
- Prime Brokerage
- Finance
- Strategic Planning
- Asset Allocation
- Fund Of Funds
- Strategy
- Asset Managment
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- AML
- Business Planning
- Uniform Combined State Law
- FINRA
- Strategic Financial Planning
- Investment Strategies
- Real Estate
- Risk Management
- Asset Management
- Proprietary Trading
- Financial Analysis
- Series 24
- Private Equity
- Business Strategy
- Small Business
- Investment Banking
- Due Diligence
- ETFs
- Trading
- Investment Advisory
- Series 65
- Options
- Series 7
- Securities
- Hedge Funds
- Investment Management
- Equity Trading
Michael Sanchez Summary
- Michael Sanchez, based in La Verne, CA, US, is currently a Senior Vice President, Operations and Facilities at Lido Advisors, LLC. Michael Sanchez brings experience from previous roles at Lido Advisors, LLC, Banyan Tree Asset Management, Abridge Partners and Byrne & Clayton Consulting, LLC. Michael Sanchez holds a 1982 - 1984 Bachelor Of Arts in International Relations @ University of Southern California. With a robust skill set that includes Alternative Investments, Series 63, Strategic Partnerships, Fixed Income, Bonds and more. Michael Sanchez has 3 emails and 2 mobile phone numbers on RocketReach.
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