Michael Sanchez Email & Phone Number
Senior Vice President, Operations and Facilities @ Lido Advisors, LLC
5 free lookup(s).
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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Top Lido Advisors, LLC Employees
Peter Morimoto
Managing Director
San Diego, CA, US
Kayla Kaltenecker
Senior Vice President, Investments Chief of Staff
Los Angeles, CA, US
David Lundquist
Managing Director
San Diego, CA, US
Stacy Beattie
Chief Operating Officer
Los Angeles, CA, US
Daniel Yi
Senior Vice President, Human Resources
Los Angeles, CA, US
Stuart Katz
President, Private Wealth
Los Angeles, CA, US
Scott Silver
Managing Director, Senior Wealth Advisor
New York, NY, US
Roberto Paredes
President, National Strategic Relationships
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Shawn Moran
Volunteer
Atlanta, GA, US
Scott Bird
Managing Director, Senior Wealth Advisor
Salt Lake City, UT, US
Erick Newton
Managing Director
Scottsdale, AZ, US
Jason Ozur
Chief Executive Officer
Los Angeles, CA, US
Masis Haroian
Director, Investment Operations
Los Angeles, CA, US
Ken Stern
President
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Scott Poelman
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Salt Lake City, UT, US
Naseem Anzari
Chief Financial Officer
San Diego, CA, US
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