Michael Wallace Email & Phone Number
Director, Investments @ Curi
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Michael Wallace Location
- Raleigh, NC, US
Michael Wallace Work
- 2024 - now Director, Investments @
- 2020 - 2024 Manager, Finance @
- 2017 - 2020 Financial Analyst @
- 2015 - 2017 Analyst - Fixed Income and Liquid Real Assets @
- 2014 - 2015 Equity Analyst @ Franklin Street Partners
- 2011 - 2014 Marketing and Investment Analyst @ Franklin Street Partners
- 2010 - 2011 Client Relationship Associate @
- 2010 - 2010 Intern @
- 2009 - 2010 Research Analyst @ 401(k) ReKon
- 2008 - 2009 Player Service Attendant @ Magnolia Greens Golf Plantation
- 2009 - 2009 Communications Intern @ Junior Achievement
- 2004 - 2008 Assistant Intstructor and Coordinator @ Precision Golf School
Michael Wallace Education
- University of North Carolina at Wilmington 2007 - 2010
- Grimsley High School 2002 - 2006
Michael Wallace Skills
- Investments
- Asset Allocation
- Bloomberg
- Wealth Management
- Salesforce.com
- FactSet
- Portfolio Management
- Alternative Investments
- Financial Analysis
- Research
- Mutual Funds
- Equities
- Analysis
- Investment Management
- Microsoft Office
- Financial Modeling
- Due Diligence
- Performance Attribution
- Moxy
- APX
- Analytical Skills
- Microsoft Excel
- Fixed Income
- Bloomberg Terminal
- Investment Research
Michael Wallace Summary
- Michael Wallace, based in Raleigh, NC, US, is currently a Director, Investments at Curi. Michael Wallace brings experience from previous roles at Curi, LPL Financial and Franklin Street Partners. Michael Wallace holds a 2007 - 2010 University of North Carolina at Wilmington. With a robust skill set that includes Investments, Asset Allocation, Bloomberg, Wealth Management, Salesforce.com and more. Michael Wallace has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Curi Employees
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Stephanie Harris
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Jason Sandner
Chief Executive Officer
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Michael Wallace
Director, Investments
Raleigh, NC, US
Sean Farrelly
VP, Broker Partnerships
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Mike Russell
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Taylor Myers
Product Manager, Innovation
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Christina Spriggle
Vice President, People Team
Saint Paul, MN, US
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