Michael Sweeney Email & Phone Number
Chief Investment Officer @ Texas Gulf Bank, N.A.
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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 3 mobile phone numbers on RocketReach.
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Top Texas Gulf Bank, N.A. Employees
John Mason
EVP Commercial Lending
Houston, TX, US
Deborah Wintjen
CFO
Lake Jackson, TX, US
Steve Thompson
Chief Executive Officer
Houston, TX, US
Chad Sundbeck
Executive Vice President of Lending
Cypress, 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
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Brandon Reyes
Chief Transformation Officer
Houston, TX, US
Karen Gillenwaters
VP - Human Resources
Lake Jackson, TX, US
Jared Dannhaus
Chief Information Officer
Pearland, TX, US
Mia Hinojosa Miralles
Vice President Commercial Lending
Houston, TX, US
James Brown
CEO
Lake Jackson, TX, US
Katie Williams
Vice President - Commercial Loan Officer
Houston, TX, US
John Panicker
Chief Information Officer
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Carl Pham
Executive Vice President
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Elson Perez
Vice President - Process Improvement
Stafford, TX, US
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