2004 -2006 Director of Relationship Management @ First Clearing Correspondent Services
2001 -2004 Director of Process Improvement @
1998 -2001 Asst. Dir of Operations @ Interstate Johnson Lane
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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