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Mike Haddad

Managing Director @Blue Trust

Irvine, CA, US
EMAILS
m••••••••@bluetrust.com
MOBILE NUMBERS
+17•••••••28

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WORK HISTORY

Jun 2000 — Present

Managing Director @Blue Trust

CA, US

Blue Trust…

EDUCATION

1998 — 2000

UC Irvine

Certificate

1994 — 1997

California State University-Fullerton

BA

SKILLS

Multi-Generational Wealth TransferSuccession PlanningEstate PlanningFinancial PlanningMulti-Generational PlanningInvestment ManagementWealth ManagementRetirement PlanningPersonal Tax Planning

ABOUT MIKE HADDAD

Experienced Managing Director and people leader with demonstrated history of working in the financial services industry. Strong business development professional skilled in Multi-generational wealth transfer, Investment Management, Succession Planning, Personal Tax Planning, and Financial Planning.

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