Michael C. Feldner

Michael C. Feldner Email and Phone Number

Sr. Principal at Charles Schwab @ Charles Schwab
san francisco, california, united states
Michael C. Feldner's Location
San Diego, California, United States, United States
Michael C. Feldner's Contact Details

Michael C. Feldner work email

Michael C. Feldner personal email

n/a
About Michael C. Feldner

At Boise State University I was managing three separate live account totaling $250,000+ in assets. Profits were used to fund scholarships and new technology for the College of Business & Economics.

Michael C. Feldner's Current Company Details
Charles Schwab

Charles Schwab

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Sr. Principal at Charles Schwab
san francisco, california, united states
Website:
schwab.com
Employees:
20505
Michael C. Feldner Work Experience Details
  • Charles Schwab
    Senior Operations Specialist
    Charles Schwab Sep 2023 - Present
    San Diego County, California, United States
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  • Td Ameritrade Institutional
    Sr. Correspondence Review Specialist
    Td Ameritrade Institutional Jun 2021 - Sep 2023
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  • Td Ameritrade Institutional
    Correspondence Review
    Td Ameritrade Institutional Jul 2017 - Jun 2021
    Greater San Diego Area
    Series 24 - Securities Principal License
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  • Td Ameritrade Institutional
    Relationship Manager
    Td Ameritrade Institutional Nov 2015 - Jul 2017
    San Diego, Ca
    Series 7 & 63 - Federal and State Securities license
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  • Whole Foods Market
    Customer Service
    Whole Foods Market Jan 2015 - Nov 2015
    Boise, Idaho
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  • Financial Management Association At Boise State University
    Student Investment Fund Manager
    Financial Management Association At Boise State University Aug 2013 - May 2014
    Micron College Of Business & Economics - Trading Room
    Allocated and actively managed three live accounts in stocks, mutual funds, ETFs and bonds worth $250,000 in total equity. I applied tools of financial analysis to manage each portfolio according to their risk tolerance.I measured the portfolio returns and reported those returns to the Advisory Board of the College of Business and Economics.
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Michael C. Feldner Skills

Investments Financial Analysis Finance Microsoft Excel Microsoft Office Portfolio Management Bloomberg Software Asset Allocation Customer Service Fixed Assets Strategic Financial Planning Accounting Mutual Funds Securities Bonds Economics Microsoft Word Microsoft Powerpoint Management Financial Planning Financial Advisory Powerpoint Marketing Team Work Quantitative Analytics Microsoft Outlook Social Networking Time Management Research Teamwork

Michael C. Feldner Education Details

Frequently Asked Questions about Michael C. Feldner

What company does Michael C. Feldner work for?

Michael C. Feldner works for Charles Schwab

What is Michael C. Feldner's role at the current company?

Michael C. Feldner's current role is Sr. Principal at Charles Schwab.

What is Michael C. Feldner's email address?

Michael C. Feldner's email address is mi****@****ade.com

What schools did Michael C. Feldner attend?

Michael C. Feldner attended Boise State University, Folsom Lake College, Oak Ridge High School.

What skills is Michael C. Feldner known for?

Michael C. Feldner has skills like Investments, Financial Analysis, Finance, Microsoft Excel, Microsoft Office, Portfolio Management, Bloomberg Software, Asset Allocation, Customer Service, Fixed Assets, Strategic Financial Planning, Accounting.

Who are Michael C. Feldner's colleagues?

Michael C. Feldner's colleagues are Sarah Churchill, Alejandro Diaz, Jesse Kellar, Keshaun Stewart, John Nesbitt, Sally King, Austin Holin.

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