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Mike Maxwell Location
Philadelphia, PA, US
Mike Maxwell Work
Vice President and Portfolio Manager @ (April 2017 - Present)
Portfolio Manager @ (April 2017 - July 2021)
Senior Associate @ (November 2014 - April 2017)
Portfolio Associate @ (August 2011 - November 2014)
Mike Maxwell Education
Dickinson College
BA (International Business & Management)
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 in International Business & Management @ 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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