With work experience over 22 years, Michael is currently working at Karp Capital Management Corporation located in 1241 as a Director of Investment Services. Michael received his education from 2016 to 2018 at the University of San Francisco. Michael Cody Attaway is a qualified expert, that is proven by qualifications : Cfa Level 3 Candidate, Chartered Financial Analyst (Cfa), and Licensed Notary Public. they speak English fluently. This expert lives in Larkspur, California. To contact directly Michael, you can look for their phone or email address or receive exhaustive info by requesting access to this expert's additional details on SoftwareOfficial.
Name variants:
Mikael Attaway,
Mychael Attaway,
Mike Attaway,
Mikey Attaway,
Mick Attaway,
Mickey Attaway,
Micky Attaway,
Michl Attaway,
Mischa Attaway
Last updated Jun 06, 2024
Contact Information
Last Update
Jul 6, 2022
Email
at**@gmail.com
Location
Larkspur, CA
Workplace
Director of Investment Services
Sausalito, CA
Industry
Financial Services, Security Broker/Dealer, Security Brokers and Dealers, Nsk
Colleagues
Work History
Director of Investment Services
221 Caledonia St, Sausalito, CA 94965
from Oct 2016
Associate Wealth Advisor
900 Larkspur Landing Cir #265, Larkspur, CA 94939
Jan 2016 — Apr 2016
Personal Banker
420 Montgomery St, San Francisco, CA 94129
Build and grow new and existing relationships with customers.
Apr 2014 — Apr 2015
Customer Service Representative
504 Redwood Blvd, Novato, CA 94947
Processed transactions in accordance with bank procedure
Conducted regular audits to ensure accuracy and bank procedures were being followed
Provided friendly and quality customer service ,
Mar 2013 — Apr 2014
Bar Manager
Increase sales through strong customer relations
Schedule staff for key shifts to assure proper coverage and maximum profitability
Design and update interface for POS to monitor inventory...
from Aug 2011
Education
2016 — 2018
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Supporting Member
Advisor
Operations Manager
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Finance
Customer Service
Banking
Microsoft Office
Microsoft Excel
Social Media
Research
Management
Marketing
Sales
Team Building
Microsoft Word
Social Networking
Leadership
Powerpoint
Wealth Management
Notary Public
Investments
Asset Management
Asset Allocation
Financial Analysis
Econometrics
Fixed Income
Variable Annuities
Retirement Income Strategies
Cash Flow Analysis
Client Presentation
Trading
Portfolio Management
Model Portfolios
Equity Research
FAQs about Michael Cody Attaway
What is the profession of Michael Cody Attaway?
This professional's job is Director of Investment Services
What jobs is Michael a professional at?
The expert is proficient at Executive and Director jobs.
Where does Michael Cody Attaway currently live?
Larkspur, California is the place where Michael Cody Attaway lives
What is Michael Cody Attaway's email?
Michael's email is at**@gmail.com.
How many companies did Michael Cody Attaway work at?
Michael Cody Attaway worked at nine jobs.
What education does Michael Cody Attaway have?
Michael studied at the University of San Francisco from 2016 to 2018.
What are the certifications of Michael Cody Attaway?
Michael received the following certifications: Cfa Level 3 Candidate, Chartered Financial Analyst (Cfa), and Licensed Notary Public.
What languages does Michael Cody Attaway speak?
Michael Cody Attaway speaks English.