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Mike Phalen Location
Charlotte, NC, US
Mike Phalen Work
2023 -now Member Board of Directors @
2020 -now Head of Consumer and Retail Investment Banking @
2019 -2020 Vice Chair @
2008 -2019 Managing Director @
2004 -2007 CFO @
2002 -2003 Executive Director @ CIBC
1996 -2002 Vice President @
1991 -1995 Senior Accountant @
Mike Phalen Education
Northwestern University - Kellogg School of Management
M (Finance, )
1995-1996
University of Virginia
BS (Commerce)
1987-1991
Oakton High 1984-1987
Mike Phalen Skills
Marketing
Training
Customer Service
Microsoft Excel
Strategic Planning
Account Management
Public Speaking
Team Building
Business Development
Project Management
Sales
Financial Reporting
Financial Modeling
Strategic Financial Planning
Mike Phalen Summary
Mike Phalen, based in Charlotte, NC, US, is currently a Head of Consumer and Retail Investment Banking at Truist Securities. Mike Phalen brings experience from previous roles at Charlotte Rescue Mission, Wells Fargo Securities and Krispy Kreme. Mike Phalen holds a 1995 - 1996 M in Finance, @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Marketing, Training, Customer Service, Microsoft Excel, Strategic Planning and more. Mike Phalen has 3 emails and 1 mobile phone numbers on RocketReach.
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