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Michael Segal Location
Charlotte, NC, US
Michael Segal Work
2024 -now Chief Operating Officer @
2020 -2024 SVP, Strategic Initiatives Officer @ Truist Bank
2019 -2020 Managing Director @
2018 -2019 Independent Consultant @
2017 -2018 President @ KBJ Consulting, LLC
2014 -2016 Managing Director @
2013 -2013 President @ KBJ Consulting, LLC
2011 -2013 Executive Vice President @
2007 -2010 Senior Vice President @
Michael Segal Education
Ithaca College
Michael Segal Skills
Business Strategy
Long-term Customer Relationships
Series 7
Series 63
Fixed Income
Series 24
Bonds
Securities
Series 53
Series 55
Capital Markets
Mutual Funds
Investments
Alternative Investments
Asset Allocation
FINRA
Wealth Management
Bloomberg
Equities
Trading
Portfolio Management
Investment Strategies
Asset Managment
Structured Products
Investment Advisory
Financial Services
Derivatives
Hedge Funds
Financial Markets
Options
Series 65
ETFs
Relationship Management
Credit Derivatives
Financial Advisory
Separately Managed Accounts
Fund Of Funds
Strategic Financial Planning
Investment Management
Trading Systems
Emerging Markets
Uniform Combined State Law
Investment Banking
Retirement
Bloomberg Terminal
Electronic Trading
Swaps
Equity Trading
Structured Finance
Retirement Planning
Public Speaking
Financial Analysis
Management
Long Term Customer Relationships
Sales
Michael Segal Summary
Michael Segal, based in Charlotte, NC, US, is currently a Chief Operating Officer at Linden Thomas & Company. Michael Segal brings experience from previous roles at Truist Bank, Oyster Consulting, LLC and KBJ Consulting, LLC. Michael Segal holds a Ithaca College. With a robust skill set that includes Business Strategy, Long-term Customer Relationships, Series 7, Series 63, Fixed Income and more. Michael Segal has 2 emails and 1 mobile phone numbers on RocketReach.
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