Mike Cirone Email & Phone Number
Financial Planner @ Trivium Point Advisory
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Mike Cirone Location
- New York, NY, US
Mike Cirone Work
- Financial Planner @ (April 2025 - Present)
- Senior Associate, Internal Investment Consultant @ (May 2023 - November 2024)
- Wealth Strategist @ (January 2022 - January 2023)
- Portfolio Analyst @ (April 2020 - January 2022)
- Portfolio Operations Coordinator @ (June 2019 - April 2020)
Mike Cirone Education
- Bryant University
Bachelor’s Degree (Finance and Applied Analytics)
2015-2019 - CFA Institute
Passed Level 1
Mike Cirone Skills
- Accounting
- Alternative Investments
- Analytics
- Asset Management
- Commodity Markets
- Customer Service
- Data Analysis
- Data Analytics
- Equities
- Estate Planning
- Finance
- Financial Analysis
- Financial Goals
- Financial Markets
- Financial Modeling
- Financial Planning
- Financial Planning Software
- Financial Services
- Fixed Income
- Industry Research
- Insurance
- Insurance Planning
- Interpersonal Skills
- Investment Advisory
- Investment Management
- Investment Planning
- Investments
- Leadership
- Management
- Market Research
- Marketing
- Microsoft Access
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Mutual Funds
- Portfolio Management
- Private Credit
- Private Equity
- Problem Solving
- Project Management
- Public Speaking
- Research
- Retirement Planning
- Risk Management
- SAS
- SAS Base
- SAS E-Miner
- SQL
- Sales
- Securities
- Social Media
- Strategic Planning
- Tax Planning
- Team Building
- Team Leadership
- Teamwork
- Time Management
- Value Investing
- real assets
Mike Cirone Summary
- Mike Cirone, based in New York, NY, US, is currently a Financial Planner at Trivium Point Advisory. Mike Cirone brings experience from previous roles at AMG Wealth and Altium Wealth. Mike Cirone holds a 2015 - 2019 Bachelor’s Degree in Finance and Applied Analytics @ Bryant University. With a robust skill set that includes Accounting, Alternative Investments, Analytics, Asset Management, Commodity Markets and more. Mike Cirone has 2 emails and 2 mobile phone numbers on RocketReach.
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