Michele Havens Email & Phone Number
President @ BMO Wealth Management - U.S.
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Michele Havens Location
- Los Angeles, CA, US
Michele Havens Work
- President @ (October 2024 - Present)
- President of the West Region at Northern Trust @ (March 2019 - September 2024)
- Southern California Region President @ (September 2018 - February 2019)
- Los Angeles Region President @ (June 2012 - August 2018)
- Associate, Wealth Advisor @ (June 1998 - September 2000)
- Associate, Internal Consulting Services, Project Manager @ (July 1996 - May 1998)
Michele Havens Education
- University Of California - Los Angeles
Master Of Business Administration (Business Administration, Management, Business Administration And Management)
2002-2005 - Boston College
Bachelor Of Science (Marketing, Finance)
1992-1996 - Frostburg State University
Bachelor Of Science (Business Administration, Management, Business Administration And Management)
1982-1984 - Southern High School, Baltimore, MD
Michele Havens Skills
- Financial Advisory
- Equities
- High Net Worth Individuals
- Management
- Risk Management
- Hedge Funds
- Banking
- Portfolio Management
- Financial Planning
- Asset Managment
- Unbiased
- Wealth Management
- Estate Planning
- Sophisticated Investment Management
- Securities
- Financial Services
- Leadership
- Financial Planning and Asset Servicing
- Investment Management
- Investments
- One of Only Four u.s. Banks to Carry S&p's "Aa " Rating at the Bank Level
- Strategy
- Retirement Planning
- Asset Allocation
- Serving More Than 20% of the Forbes 400 Most Affluent Americans
- Investment Advisory
- Alternative Investments
- Serving Clients Worldwide
- Financial Analysis
- Expert Trust
- Strategic Financial Planning
- Asset Management
- Integrated Lending Solutions
- Fixed Income
- Mutual Funds
- Team Building
- PowerPoint
- Social Media
- Salesforce.com
- Windows
- Sales
- Account Management
- Networking
- Office Management
- Troubleshooting
- Team Leadership
- System Administration
- Administrative Assistants
- Outlook
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Training
- Customer Service
- Budgets
- Project Management
Michele Havens Summary
- Michele Havens, based in Los Angeles, CA, US, is currently a President at BMO Wealth Management - U.S.. Michele Havens brings experience from previous roles at Northern Trust Corporation and J.P. Morgan. Michele Havens holds a 2002 - 2005 Master Of Business Administration in Business Administration, Management, Business Administration And Management @ University Of California - Los Angeles. With a robust skill set that includes Financial Advisory, Equities, High Net Worth Individuals, Management, Risk Management and more. Michele Havens has 3 emails and 1 mobile phone numbers on RocketReach.
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