Mike Haney
Marketing Director for Arroyo Investment Group & Capital Research & Consulting
- Role
- Marketing Director at Arroyo Investment Group
- Location
- Glendale, CA, US
- LinkedIn followers
- 500 followers
About Mike Haney
Responsible for expanding client base for wealth management investment firm specializing…
Experience
Marketing Director
Jan 2005 — Present
Responsible for expanding client base for wealth management investment firm specializing in portfolio managment using Strategic Wave Asset Allocation Theory (SWAAT) and Zone Analysis. We also have another company called Capital Research & Consulting which provides investment consulting services to client portfolios with average plan size in excess of $100 million in assets.
Education
USC Marshall School of Business
B.S., Business
1971 — 1974
Skills
- Event Planning
- Financial Services
- Asset Management
- Valuation
- Leadership
- Management
- Asset Allocation
- Mutual Funds
- Social Media
- Ira Rollovers
- Retirement Planning
- Pensions
- Financial Modeling
- Investment Management
- Marketing
- Wealth Management
- Iras
- Strategic Financial Planning
- Asset
- Venture Capital
- Public Speaking
- Estate Planning
- Investment Strategies
- Private Equity
- Finance
- Portfolio Management
- Financial Planning
- Strategic Planning
- Analysis
- Government
- Investments
- Strategy
- Mergers & Acquisitions
- Due Diligence
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