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Michael A.

Michael A.

Portfolio Administration - Operations

Followers of Michael A.329 followers
location of Michael A.New York, New York, United States

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  • Timeline

  • About me

    Equities

  • Education

    • James Madison University

      -
      BBA Finance

    • Fordham Gabelli School of Business

      -
      MBA Finance

  • Experience

    • AllianceBernstein

      Feb 2006 - Apr 2007
      Portfolio Administration - Operations

    • Bear Stearns Asset Management

      Apr 2007 - Dec 2007
      Asset Management - Hedge Fund Operations

    • HSBC

      Jan 2008 - Aug 2010
      Sales and Trading - Fixed Income and Equity Derivatives Operations

    • HSBC

      Jul 2012 - Sept 2014
      Sales and Trading - US and International Equities

    • Morgan Stanley

      Apr 2015 - Mar 2018
      Equity Finance Trading - Securities Lending

    • MUFG

      Mar 2018 - Dec 2019
      Sales and Trading - US and International Equities

    • SunTrust Robinson Humphrey

      Feb 2020 - Nov 2020
      Equity Research - Communications and Internet Infrastructure

    • Credit Suisse

      Dec 2021 - Feb 2024
      Equity Research - US Equity Strategy

    • Freedom Capital Markets

      Apr 2024 - now
      Equity Research - US Equity and Strategy

  • Licenses & Certifications

    • Series 86 - Research Analyst Exam

      FINRA

    • Canadian Securities Course (expired)

      Canadian Securities Institute

    • Series 57TO - Securities Trader Exam

      FINRA

    • Series 63 - Uniform Securities Agent State Law Examination

      FINRA

    • Series 55 - Limited Representative Equity Trader Exam

      FINRA

    • Series 7 - General Securities Representative Exam

      FINRA

    • SIE - Securities Industry Essentials Exam

      FINRA

    • Series 87 - Research Analyst Exam

      FINRA