Michael Higdon

About Michael Higdon

I completed my MBA degree from CSULB with a specialization in Finance. I also have a BS in Business Administration, double majoring in Finance (Investments) and Management. I was involved in SMIF (Student Managed Investment Fund) where I was a portfolio manager for three (real dollar) portfolios. I am Bloomberg certified in equities, fixed income, commodities, and FX. I am a CFA charterholder Specialties: Equity valuation, financial statement modeling, customer relations, decision-maker, detail-oriented, fixed income, leadership, multi-tasking, motivated, time management, problem solver

Experience

1. Case Advisor

   Wells Fargo Advisors

   Feb 2021 — Present · Charlotte, NC, US

   Utilizes securities-related regulatory precepts and practices to review, analyze, and address escalated operational and service complaints- Coordinates with other colleagues to develop, negotiate, and deliver verbal and written resolution to clients through direct phone communication and written ad hoc correspondence- Started as a contractor and was promoted in four months

Education

• California State University-Long Beach - College of Business

  Bachelor's Degree, Management and Finance - concentration in Investments

  2003 — 2006

• California State University-Long Beach - College of Business

  MBA, Finance

  2008 — 2010

Skills

• Time Management
• Securities
• Strategic Financial Planning
• Business Analysis
• Management
• Analytical Skills
• Cash Management
• Options
• Investments
• Economics
• 401k
• Asset Managment
• Forecasting
• Financial Services
• Financial Statements
• Customer Service
• Microsoft Excel
• Payroll
• Analysis
• Asset Allocation
• Banking
• Mutual Funds
• Risk Management
• Financial Reporting
• Fixed Income
• Equity Valuation
• Credit
• Financial Modeling
• Portfolio Management
• Due Diligence
• Hedge Funds
• Process Improvement
• Equities
• Leadership
• Corporate Finance
• Accounting
• Financial Analysis
• Insurance
• Bloomberg
• Asset Management