Michael Flaherty Email and Phone Number
Detail-oriented, self-starter dedicated to continued learning and improvement. Highly proficient in team settings with effective written and verbal communication. Passionate about problem-solving and positively contributing to the success of a firm.I am currently a Solutions Program Specialist in the Cash & Lending Solutions division at D.A. Davidson.
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 94640
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Morgan StanleySeattle, Wa, Us -
Solutions Program SpecialistD.A. Davidson Companies Dec 2024 - PresentGreat Falls, Montana, Us -
Parametric - Analyst, Trade SettlementsMorgan Stanley Jul 2023 - Dec 2024New York, Ny, Us-Collaborated cross functionally with traders, portfolio managers, client relations, etc. to facilitate settlement of an upwards of $5B in trading volume daily. -Established communication channels with 50+ external counterparties to address trade related issues and enhance operational efficiency.-Utilized knowledge of end-to-end firm processes to proactively identify and mitigate risk. -Executed various trade operational tasks across multiple platforms (DTCC,Bloomberg, Excel, etc.) -
Wealth Management InternD.A. Davidson Companies Jun 2022 - Aug 2022Great Falls, Montana, Us-Generated asset allocations for advisor group with 150+ clients and $270M AUM .-Evaluated potential for tax loss harvesting among various client portfolios.-Delivered intern project with fellow interns on company initiative that was later implemented firm wide.-Acquired SIE certification. -
Program Support & Discovery InternForward Global Jun 2022 - Aug 2022San Francisco, California, Us-Performed field scan and research for annual Global Journey.-Conducted analysis of competitors to support new organizational initiative intended to drive impact investing from Forward Global's 400+ members. -Produced report containing information on 70+ NGOs to assist new funding strategy. -
Co-Owner And LaborerJ & M Landscaping Services May 2020 - Aug 2021-Marketed our various landscaping services to the greater Spokane area leading to over $15,000 in revenue for the summer .-Developed and maintained a strong relationship with over 20+ clients.-Performed variety of landscaping services (mowing, barking, general yard care, rocking, etc.).
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Sports Equipment ManagerUniversity Of Montana Mar 2020 - Apr 2021Missoula, Mt, Us-Assisted coaches with the organization and execution of drills during practice.-Helped in the equipment room distributing gear to players.-Aided with overall logistics on game days. -
LaborerExpress Employment Professionals Jun 2019 - Aug 2019Oklahoma City, Ok, Us-Performed general labor duties for various construction companies.-Operated aerial lifts and other machinery.
Michael Flaherty Education Details
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Washington State UniversityGeneral -
University Of MontanaBusiness Administration And Management -
Lewis And Clark High SchoolHigh School Diploma
Frequently Asked Questions about Michael Flaherty
What company does Michael Flaherty work for?
Michael Flaherty works for Morgan Stanley
What is Michael Flaherty's role at the current company?
Michael Flaherty's current role is Solutions Program Specialist @ D.A. Davidson.
What schools did Michael Flaherty attend?
Michael Flaherty attended Washington State University, University Of Montana, Lewis And Clark High School.
Who are Michael Flaherty's colleagues?
Michael Flaherty's colleagues are Jyotsna Anand, Judith(Judy) Joy, Bridget Eberly, Tom Weedon, Sandhya Mahesh Kumar, Andrew Lunney, Fancy Muna.
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