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Michael Spellman Location
Duxbury, MA, US
Michael Spellman Work
2023 -now Senior Director, Institutional Business Development @
2023 -now Senior Director, Institutional Sales - North America @
2012 -2023 Institutional Sales Manager, East Region @
2010 -2012 Director, Head of Bank of America and Merrill Lynch Channel @
2006 -2010 Director, Senior Product Strategist and Account Manager @
2002 -2006 Vice President @
2000 -2002 Analyst @
Michael Spellman Education
Suffolk University - Sawyer Business School
MBA (Finance)
2005-2009
Saint Anselm College
Bachelor's Degree, cum laude (Financial Economics)
1996-2000
Arlington Catholic High School 1992-1996
Michael Spellman Skills
Series 7
Series 66
New Business Development
Sales Management
Fixed Income
Investments
Wealth Management
Cash Management
Asset Management
Uniform Combined State Law
Bloomberg
Asset Managment
Capital Markets
Relationship Management
Series 3
Mutual Funds
Equities
Management
Hedge Funds
Business Development
Alternative Investments
Financial Services
Securities
Strategy
Business Analysis
Credit
Customer Relationship Management Crm
Customer Relationship Management
Michael Spellman Summary
Michael Spellman, based in Duxbury, MA, US, is currently a Senior Director, Institutional Business Development at Columbia Threadneedle Investments, US. Michael Spellman brings experience from previous roles at Columbia Threadneedle Investments, US, State Street Global Advisors and BlackRock. Michael Spellman holds a 2005 - 2009 MBA in Finance @ Suffolk University - Sawyer Business School. With a robust skill set that includes Series 7, Series 66, New Business Development, Sales Management, Fixed Income and more. Michael Spellman has 2 emails and 3 mobile phone numbers on RocketReach.
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