Michael Wallace
Director, Investments | Curi
- Role
- Director, Investments at Curi
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Michael Wallace
Self-motivated investment professional with a passion for investment analysis. High standard of personal integrity guiding judgment and decision making. Always striving for better results. Continual learner driven by intellectual curiosity. Balances competing priorities using a “can-do” attitude. Delivers on commitments to colleagues that meet and exceed expectations. Independent thinker with the ability to develop and articulate new ideas and strategies. Open, effective collaborator with a team. Specialties: FactSet, Bloomberg, Microsoft Office Suite, Clearwater Analytics, Advent APX, Morningstar Direct, Zephyr, Research and Analysis
Experience
Director, Investments
Jun 2024 — Present · Richmond, VA, US
Perform a wide range of investment portfolio monitoring/reporting functions, participating in formulation of asset allocation strategy, and investment due diligence process on a multi-asset, Insurance portfolio.
Education
University of North Carolina Wilmington
Bachelor of Science: Business Administration, Business Administration; Finance
2007 — 2010
Skills
- Alternative Investments
- Portfolio Management
- Factset
- Microsoft Office
- Performance Attribution
- Analytical Skills
- Financial Modeling
- Financial Analysis
- Wealth Management
- Due Diligence
- Apx
- Asset Allocation
- Mutual Funds
- Research
- Investments
- Equities
- Bloomberg
- Moxy
- Investment Management
- Salesforce.com
- Analysis
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.