Since 2018, Mitch Needelman has been working in Spectrum Asset Management located 427, 427. This professional is an experienced Principal and Senior Portfolio Manager with over 23 years of work experience. According to Mitch's resume and work profile, Mitch has worked at more than four places with diverse backgrounds and got various skills. Mitch attended school at the University of California, Irvine - the Paul Merage School of Business from 2005 to 2005. Mitch Needelman has professional certification in Chartered Financial Analyst (Cfa) and License Awarded: Chartered Financial Analyst (Cfa) Designation In 2001. Mitch Needelman can be found in Newport Beach, California – where this professional is currently located. You can search for their email address and phone number. We can also provide you detailed contact information upon request.
Name variants:
Mitchell Needelman
Last updated Jun 02, 2024
Contact Information
Last Update
Jul 12, 2022
Email
mi**@needelman.com
Location
Newport Beach, CA
Company
Workplace
Principal and Senior Portfolio Manager
Stamford, CT
Industry
Investment Management, Investment Advisory Service, Portfolio Management
Colleagues
Work History
Principal and Senior Portfolio Manager
2 High Ridge Rd, Stamford, CT 06905
from Apr 2018
President and Senior Portfolio Manager
555 Corporate Dr SUITE 105, Ladera Ranch, CA 92694
Oct 2002 — Mar 2018
Research Associate and Research Systems Coordinator
11988 El Camino Real SUITE 600, San Diego, CA 92130
1995 — 2002
Principal, Senior Portfolio Manager
1301 Dove St SUITE 970, Newport Beach, CA 92660
Education
1995 — 1996
Occupations
Professor
School Principal
Financial Broker
Portfolio Manager
Executive
Chairperson
School Administrator
Educational Manager
Investment Analyst
Financial Analyst
Chief Executive
Skills
Portfolio Management
Asset Allocation
Alternative Investments
Asset Management
Bonds
Investments
Investment Management
Investment Strategies
Financial Advisory
Etfs
Equity Research
Mutual Funds
Investment Valuation
Hedge Funds
Investment Advisory
Private Equity
Structured Products
FAQs about Mitch Needelman
What's the main profession of Mitch Needelman?
The expert is a Principal, Senior Portfolio Manager.
What are the profession of Mitch Needelman?
These person's professions are Professor and School Principal
Where does Mitch Needelman live?
Newport Beach, California is the place where Mitch Needelman currently lives
What is Mitch's email?
The expert's email is mi**@needelman.com.
Where did Mitch Needelman work?
Mitch worked at Spectrum Asset Management, Needelman Asset Management, Inc..
What education does Mitch Needelman have?
Mitch studied at the University of California, Irvine - the Paul Merage School of Business from 2005 to 2005.
What are the certifications of Mitch Needelman?
Mitch received the following certifications: Chartered Financial Analyst (Cfa) and License Awarded: Chartered Financial Analyst (Cfa) Designation In 2001.
Are there any professional industries Mitch Needelman is connected to?
This professional works in Investment Management industry.