Mike C. Email & Phone Number
SVP, Investment Strategy @ Citizens
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Mike C. Location
- Charlotte, NC, US
Mike C. Work
- 2015 -now SVP, Investment Strategy @
- 2012 -2015 Senior Investment Research Analyst @
- 2006 -2012 Associate Counselor @
Mike C. Skills
- Asset Allocation
- Series 7
- Financial Analysis
- Equity Research
- Estate Planning
- Financial Planners
- Strategic Financial Planning
- Strategic Planning
- Morningstar Direct
- Bloomberg
- MPI Stylus
- MS Office
- Visual Basic
- Valuation
- Strategic Financial
- Alternative Investments
- Equity Valuation
- Fixed Income
- Market Data
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- MPI
- FactSet
- Institutional Investments
- Investment Management
- Investment Advisory
- Morningstar
- Equities
- Wealth Management
- Mutual Funds
- Investment Strategies
- FinTech
- Asset Management
- Risk Management
- Separately Managed Accounts
- Stylus
- ETFs
- Securities
- Python Programming Language
- Python
Mike C. Summary
- Mike C., based in Charlotte, NC, US, is currently a SVP, Investment Strategy at Citizens. Mike C. brings experience from previous roles at Commonwealth Financial Network and Washington Trust Bank. With a robust skill set that includes Asset Allocation, Series 7, Financial Analysis, Equity Research, Estate Planning and more. Mike C. has 2 emails on RocketReach.
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