Mikhael Balachov Email & Phone Number
Principal, Chief Executive Officer @ Team Hewins
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Mikhael Balachov Location
- California, United States
Mikhael Balachov Work
- Principal, Chief Executive Officer @ (June 2023 - Present)
- Member @ (February 2025 - Present)
- Principal, Chief Experience Officer @ (March 2021 - May 2023)
- Principal, Director of Business Operations @ (October 2018 - March 2021)
- Principal, Director of Operations @ (June 2018 - September 2018)
- Principal, Director of Operations @ (July 2013 - May 2018)
- Principal, Operations Manager @ (May 2010 - July 2013)
- Operations Manager @ (April 2008 - May 2010)
- Client Service Specialist @ (October 2005 - April 2008)
Mikhael Balachov Education
- The Ensemble Practice
G2 Leadership Institute
2020-2021 - University of California, Davis
B.S. in Biological Sciences (B.A. in Economics)
2000-2005 - Stanford University
Schwab Advisor AI in Action: Executive Education for RIA Leaders
Mikhael Balachov Skills
- Project Management
- Onboarding
- Tamarac Advisor View
- Payroll Processing
- Microsoft CRM
- Microsoft Office
- Training
- Tamarac Advisor CRM
- Okta
- Box.net
- Namely
- Xero
- Model Portfolios
- Modern Portfolio Theory
- Performance Reporting
- Asana
- PortfolioCenter
- Tamarac Advisor Rebalancing
- Advent Axys
Mikhael Balachov Summary
- Mikhael Balachov, based in California, United States, is currently a Principal, Chief Executive Officer at Team Hewins. Mikhael Balachov brings experience from previous roles at YPO and Team Hewins. Mikhael Balachov holds a 2020 - 2021 G2 Leadership Institute @ The Ensemble Practice. With a robust skill set that includes Project Management, Onboarding, Tamarac Advisor View, Payroll Processing, Microsoft CRM and more. Mikhael Balachov has 2 emails and 2 mobile phone numbers on RocketReach.
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