Chief Operating Officer @ (March 2024 - August 2026)
SVP, Strategic Initiatives Officer @ Truist Bank (August 2020 - March 2024)
Managing Director @ (May 2019 - August 2020)
Independent Consultant @ (August 2018 - April 2019)
President @ KBJ Consulting, LLC (April 2017 - August 2018)
Managing Director @ (January 2014 - March 2016)
President @ KBJ Consulting, LLC (October 2013 - December 2013)
Executive Vice President @ (January 2011 - October 2013)
Senior Vice President @ (February 2007 - December 2010)
Michael Segal Education
Ithaca College
Bachelor of Science (BS) (Marketing & Finance)
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 Managing Director, Strategic Sales at Fintech Global Center. Michael Segal brings experience from previous roles at Linden Thomas & Company, Truist Bank and Oyster Consulting, LLC. Michael Segal holds a Bachelor of Science (BS) in Marketing & Finance @ 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.
Looking for a different Michael Segal?
Find contact details for 700 million professionals.