Mike Maxwell Email & Phone Number
Vice President and Portfolio Manager @ The Haverford Trust Company
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Mike Maxwell Location
- Philadelphia, PA, US
Mike Maxwell Work
- 2017 - now Vice President and Portfolio Manager @
- 2017 - 2021 Portfolio Manager @
- 2014 - 2017 Senior Associate @
- 2011 - 2014 Portfolio Associate @
Mike Maxwell Education
- Dickinson College
BA
Mike Maxwell Skills
- Fundraising
- Portfolio Management
- Microsoft Excel
- Bloomberg
- Management
- Asset Management
- Manage Client Relationships
- Program Management
- Research
- Mutual Funds
- Public Speaking
- Fixed Income
- Investments
- Equity Research
- Client Facing Skills
- Asset Allocation
- Financial Planning
- Consulting
- Event Planning
- Microsoft Office
- Microsoft Word
Mike Maxwell Summary
- Mike Maxwell, based in Philadelphia, PA, US, is currently a Vice President and Portfolio Manager at The Haverford Trust Company. Mike Maxwell brings experience from previous roles at The Haverford Trust Company, 1919 Investment Counsel, LLC and Legg Mason. Mike Maxwell holds a BA @ Dickinson College. With a robust skill set that includes Fundraising, Portfolio Management, Microsoft Excel, Bloomberg, Management and more. Mike Maxwell has 3 emails and 1 mobile phone numbers on RocketReach.
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Top The Haverford Trust Company Employees
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