Mike Verity Email & Phone Number
Vice President and Chief Investment Officer @ Lighthouse Financial
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Mike Verity Location
- Brea, CA, US
Mike Verity Work
- 2010 -now Vice President and Chief Investment Officer @
- 2005 -2010 Sr. Equity Analyst @ East West Wealth Management
- 2002 -2005 Equity Analyst @ Bishop Street Capital Management
- 1995 -1999 Officer @
Mike Verity Education
- University of Hawaii at Manoa
MBA (Finance)
1999-2001 - University of Hawaii at Manoa
Master of Business Administration - MBA (Investments and Securities)
1999-2001 - Claremont McKenna College
BA (Government/Economics)
1991-1995
Mike Verity Skills
- Financial Modeling
- Project Management
- Microsoft Excel
- Strategy
- Creative Direction
- Customer Service
- Business Analysis
- Portfolio Management
- Estate Planning
- Financial Advisory
- Fixed Income
- Bonds
- Retirement Planning
- Valuation
- Financial Planning
- Capital Markets
- Derivatives
- Investments
- Bloomberg
- Investment Advisory
- Asset Allocation
- Financial Services
- Asset Managment
- Equities
- Wealth Management
- Equity Research
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Asset Management
- High Yield
- Private Equity
- ETFs
- Trading
- Options
- Analysis
- Securities
- Financial Markets
- Investment Management
Mike Verity Summary
- Mike Verity, based in Brea, CA, US, is currently a Vice President and Chief Investment Officer at Lighthouse Financial. Mike Verity brings experience from previous roles at East West Wealth Management, Bishop Street Capital Management and US Army. Mike Verity holds a 1999 - 2001 MBA in Finance @ University of Hawaii at Manoa. With a robust skill set that includes Financial Modeling, Project Management, Microsoft Excel, Strategy, Creative Direction and more. Mike Verity has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Lighthouse Financial Employees
Robert McDaniel
Chief Executive Officer
California, United States
George McDaniel
CEO and Founder
California, United States
Christopher Soukup
Wealth Manager
Los Angeles, CA, US
Jayce Lowe
Wealth Manager
Brea, CA, US
Muey H.
Vice President and Director of Operations
Brea, CA, US
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