Michael Sweeney Email & Phone Number
Chief Investment Officer @ Texas Gulf Bank, N.A.
5 free lookup(s).
Michael Sweeney Location
- Houston, TX, US
Michael Sweeney Work
- 2025 -now Chief Investment Officer @
- 2022 -2025 Portfolio Manager @
- 2018 -2024 Managing Partner | Lead Consultant | Founder @ Tidewater Advisory
- 2018 -2021 Senior Institutional Advisor, SVP @
- 2012 -2017 Investment Portfolio Manager, VP @
- 2008 -2012 Senior Investment Portfolio Manager @ Carolina First Bank
- 2005 -2008 Portfolio Manager 2 @
- 2002 -2004 Assistant Portfolio Manager and Equity Trader @ State Board of Administration of Florida
- 2001 -2002 Analyst @ Roland George Investment Institute
Michael Sweeney Education
- Georgia Institute of Technology
Master of Business Administration (M.B.A.) (International/Global Studies)
2014-2015 - Florida State University
Master's Degree (Accounting - Taxation)
2002-2004 - Stetson University
BBA (Finance)
1999-2002
Michael Sweeney Skills
- Wealth Management
- Certified Financial Planner
- Asset Managment
- Investments
- Finance
- Asset Management
- Banking
- Investment Portfolios
- Marketing
- Investment Management
- Equities
- Private Banking
- Management
- Funding
- Portfolio Management
- Strategy
- Mutual Funds
- Financial Services
- Accounting
- Asset Allocation
- Alternative Investments
- Customer Relationship Management Crm
- Fiduciary
- Wealth Management Services
- Net
- Concentrations
- Tactical Asset Allocation
- Oversight
- Client Accounts
- Business Administration
- Trusts
- Legal
- Reuters
- Private Investments
- Travel
- Florida
- Sit
- PC
- Investment Portfolio Design
- Institutional
- Leadership
- PowerPoint
- Salesforce.com
- Personal Trust
- Fiduciary Services
- Bloomberg
- Cell
- Sage Act
- Investment Policy Statements
- Futures Trading
- Microsoft Office
- Investment Selection
- Trust Funds
- Microsoft Excel
- New Business Development
- Training
- Customer Service
- Dynamic Asset Allocation
- Wealth
- Trust Services
- Economics
- Fixed Income
- Majors
- Corporate Finance
- Applications
- Private Bank
- Open Architecture
- Investment Portfolio
- Active
- Suite
- Voting
- Income
- Chartered Financial Analyst
- Investment Vehicles
- Level 2
- Portfolio
- Private Clients
- Trust
- Long Term Relationship Building
- Taxations
- FactSet
- Compliance
- S&p
- High Net Worth Individuals
- Microsoft Word
- Customer Relationship Management
Michael Sweeney Summary
- Michael Sweeney, based in Houston, TX, US, is currently a Chief Investment Officer at Texas Gulf Bank, N.A.. Michael Sweeney brings experience from previous roles at Trustmark Bank, Tidewater Advisory, Bank of Oklahoma and SunTrust Bank. Michael Sweeney holds a 2014 - 2015 Master of Business Administration (M.B.A.) in International/Global Studies @ Georgia Institute of Technology. With a robust skill set that includes Wealth Management, Certified Financial Planner, Asset Managment, Investments, Finance and more. Michael Sweeney has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Texas Gulf Bank, N.A. Employees
Deborah Wintjen
CFO
Lake Jackson, TX, US
Lynne Robbins
Vice President Marketing
Sweeny, TX, US
Dennis David
Sr. Vice President - SBA Lending Manager
Houston, TX, US
Michael Sweeney
Chief Investment Officer
Houston, TX, US
Emma Gore
Vice President - Operations
Clute, TX, US
Karen Gillenwaters
VP - Human Resources
Lake Jackson, TX, US
Mia Hinojosa Miralles
Vice President Commercial Lending
Houston, TX, US
James Brown
CEO
Lake Jackson, TX, US
Jessica Cash
SVP Credit Manager
Houston, TX, US
Katie Williams
Vice President - Commercial Loan Officer
Houston, TX, US
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