Michael Mclaughlin Email & Phone Number
Who is Michael Mclaughlin? Overview
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Michael Mclaughlin is listed as Paraplanner at Ideal Financial Advisors, a with 8 employees, based in Spokane, Washington, United States. AeroLeads shows a matched LinkedIn profile for Michael Mclaughlin.
Michael Mclaughlin previously worked as Financial Planning Intern at Defined Financial Planning and Analyst at Gonzaga University Investment Club. Michael Mclaughlin holds Bachelor'S Degree, Business Administration And Management, Finance, Rising Junior from Gonzaga University.
Email format at Ideal Financial Advisors
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About Michael Mclaughlin
Michael Mclaughlin is a Paraplanner at Ideal Financial Advisors.
Michael Mclaughlin's current company
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Michael Mclaughlin work experience
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Financial Planning Intern
Analyst
- Acquired skills in stock pitching and analysis, focusing on identifying key financial metrics and market trends to create compelling investment presentations.- Developed and presented a detailed stock pitch on Starbucks Corporation to the club, successfully contributing to the $200,000 investment portfolio.
Private Equity Investor Relations
- Conducted targeted research to identify and compile a comprehensive list of investors for a private equity project, enhancing the team's strategic outreach efforts.- Assisted with seamless communication between potential investors and project specialists, ensuring alignment and clarity on project details and investment opportunities.
Investment & Portfolio Analyst
- Developed skills in managing critical aspects of investment portfolios, including asset allocation, risk assessment, performance analysis, and rebalancing strategies to optimize returns and ensure alignment with financial objectives.- Conducted in-depth research to create and track a simulated investment portfolio, evaluating strategies to enhance future portfolio management and investment performance.- Acquired comprehensive knowledge of portfolio performance metrics and applied… Show more - Developed skills in managing critical aspects of investment portfolios, including asset allocation, risk assessment, performance analysis, and rebalancing strategies to optimize returns and ensure alignment with financial objectives.- Conducted in-depth research to create and track a simulated investment portfolio, evaluating strategies to enhance future portfolio management and investment performance.- Acquired comprehensive knowledge of portfolio performance metrics and applied insights to refine investment strategies and improve overall portfolio management. Show less
Associate
- Engaged in a selective group focused on empowering students to excel in competitive finance industries, particularly beneficial for those from non-target schools.- Collaborated with a dedicated cohort of finance students, collectively leveraging resources to elevate financial expertise and understanding.
Asset Management & Deal Sourcing Externship
- Achieved mastery in conducting thorough industry and sector research, facilitating the creation of top-tier deliverables grounded in research insights.- Identified and analyzed two companies within the targeted sector to pitch to Colton Alexander, completing two comprehensive intracompany analysis reports.- Seamlessly integrated the findings from the prior research and analysis tasks into a final presentation, presenting a compelling pitch to Colton Alexander for potential investment… Show more - Achieved mastery in conducting thorough industry and sector research, facilitating the creation of top-tier deliverables grounded in research insights.- Identified and analyzed two companies within the targeted sector to pitch to Colton Alexander, completing two comprehensive intracompany analysis reports.- Seamlessly integrated the findings from the prior research and analysis tasks into a final presentation, presenting a compelling pitch to Colton Alexander for potential investment in the selected companies. Show less
Golf Summer Camp Head Assistant Coach
Golf Summer Camp Assistant Coach
Michael Mclaughlin education
Bachelor'S Degree, Business Administration And Management, Finance, Rising Junior
General Studies
Frequently asked questions about Michael Mclaughlin
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What company does Michael Mclaughlin work for?
Michael Mclaughlin works for Ideal Financial Advisors.
What is Michael Mclaughlin's role at Ideal Financial Advisors?
Michael Mclaughlin is listed as Paraplanner at Ideal Financial Advisors.
Where is Michael Mclaughlin based?
Michael Mclaughlin is based in Spokane, Washington, United States while working with Ideal Financial Advisors.
What companies has Michael Mclaughlin worked for?
Michael Mclaughlin has worked for Ideal Financial Advisors, Defined Financial Planning, Gonzaga University Investment Club, Moasic Financial & Exodus Energy, and Accuvest Global Advisors.
How can I contact Michael Mclaughlin?
You can use AeroLeads to view verified contact signals for Michael Mclaughlin at Ideal Financial Advisors, including work email, phone, and LinkedIn data when available.
What schools did Michael Mclaughlin attend?
Michael Mclaughlin holds Bachelor'S Degree, Business Administration And Management, Finance, Rising Junior from Gonzaga University.
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