Mike Roberts Email & Phone Number
Managing Director, Financial Services Solutions @ IFS
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Mike Roberts Location
- Richmond, VA, US
Mike Roberts Work
- Managing Director, Financial Services Solutions @ (September 2008 - Present)
- Chief Administrative Officer @ Wachovia Securities Financial Network (January 2006 - January 2008)
- Director of Relationship Management @ First Clearing Correspondent Services (January 2004 - January 2006)
- Director of Process Improvement @ (January 2001 - January 2004)
- Asst. Dir of Operations @ Interstate Johnson Lane (January 1998 - January 2001)
Mike Roberts Education
- Emory & Henry University
B.A. (Business Administration)
1974-1978
Mike Roberts Skills
- Trading
- Business Analysis
- Mutual Funds
- Strategy
- Series 7
- Wealth Management
- Investment Advisory
- Series 63
- Management
- Fixed Income
- Asset Management
- Securities
- Banking
- Financial Analysis
- Mergers & Acquisitions
- Process Improvement
- Financial Services
- Investments
- Relationship Management
- Equities
- Portfolio Management
- Program Management
- Risk Management
- PowerPoint
- Microsoft Excel
- Marketing
- Project Management
- Research
- Mergers and Acquisitions
Mike Roberts Summary
- Mike Roberts, based in Richmond, VA, US, is currently a Managing Director, Financial Services Solutions at Impact Financial Systems Inc.. Mike Roberts brings experience from previous roles at Wachovia Securities Financial Network, First Clearing Correspondent Services, Wachovia Securities, LLC and Interstate Johnson Lane. Mike Roberts holds a 1974 - 1978 B.A. in Business Administration @ Emory & Henry University. With a robust skill set that includes Trading, Business Analysis, Mutual Funds, Strategy, Series 7 and more. Mike Roberts has 1 mobile phone numbers on RocketReach.
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