Mike Everett Email & Phone Number
Founder and Principal
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Mike Everett Location
- Fair Haven, NJ, US
Mike Everett Work
- 2026 -now Founder and Principal @ Navasink WealthTech Solutions (Consulting)
- 2025 -now Advisory Board Member @
- 2010 -2025 Vice President, Business Development @
- 1994 -2008 Senior Leadership Roles @ CheckFree Investment Services (now InvestCloud)
- 1987 -1994 Assistant Portfolio Manager | Operations Manager @ Train, Smith Counsel
Mike Everett Education
- Bates College
Economics (Economics)
Mike Everett Skills
- Investments
- Portfolio Management
- Product Management
- Management
- Securities
- Strategy
- Asset Management
- Investment Management
- Business Strategy
- Integration
- CRM
- Performance Measurement
- Product Development
- Program Management
- Trading
- Equities
- Hedge Funds
- Cross-functional Team Leadership
- Wealth Management
- Risk Management
- Asset Managment
- Executive Management
- Alternative Investments
- Start-ups
- Quality Assurance
- Management Consulting
- Business Analysis
- Financial Advisory
- Leadership
- Financial Services
- Capital Markets
- Mutual Funds
- Order Management
- Business Process
- SDLC
- Account Reconciliation
- Strategic Planning
- Fixed Income
- Separately Managed Accounts
- Mergers & Acquisitions
- Relationship Management
- Development
- Start Ups
- Business Development
- Cross Functional Team Leadership
- Real Estate
- Mergers and Acquisitions
- Services
Mike Everett Summary
- Mike Everett, based in Fair Haven, NJ, US, is currently a Founder and Principal at Navasink WealthTech Solutions (Consulting). Mike Everett brings experience from previous roles at STRATxAI, MyVest, CheckFree Investment Services (now InvestCloud) and Train, Smith Counsel. Mike Everett holds a Economics in Economics @ Bates College. With a robust skill set that includes Investments, Portfolio Management, Product Management, Management, Securities and more. Mike Everett has 1 emails and 1 mobile phone numbers on RocketReach.
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