Michael Vaubel, Cfp® Email and Phone Number
Investment Advisor with a demonstrated expertise working in the financial services industry. Works to build lasting relationships with clients and provide value regarding their financial growth. Experience in public securities, private equity, fundraising and market analysis.
Clf Asset Management
View- Website:
- clfasset.com
- Employees:
- 4
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Investment Adviser RepresentativeClf Asset Management Jan 2017 - PresentMadison, Wisconsin, United States -
AssociateCapitol Lakes Financial May 2015 - PresentMadison, Wi- Comprehensive portfolio analysis - Alpha and beta optimization through Modern Portfolio Theory- Private Equity and Venture Capital- Specialized research in disruption (Cryptocurrency, Gene Editing/CRISPR, 3D Printing & more)
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Sales InternYelp Jun 2016 - Aug 2016Greater Chicago Area -
Macroeconomic ResearcherKlecker Capital Management May 2015 - Apr 2016Greater Chicago Area- Researched for KCM Global Alpha to find commodity and currency tendencies over specific time periods- Extracted, formatted, and built graphs tailored for monthly articles distributed to investors- Contributed research to monthly updates for investors - Corresponded with the fund manager via email regarding research topics and additional projects
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Pro Shop ManagerTuscumbia Country Club Jun 2010 - Sep 2014Green Lake Wi- Accounted and report pro shop weekly revenues of on average $15,000 to the owner- Demonstrated knowledge of the golf course and its operations to maximize course play - Networked and built relationships with members and guests by organizing member events, and company outings- Taught golf lessons to children and adults
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Cart AttendantTuscumbia Country Club Jun 2008 - Sep 2014
Michael Vaubel, Cfp® Education Details
Frequently Asked Questions about Michael Vaubel, Cfp®
What company does Michael Vaubel, Cfp® work for?
Michael Vaubel, Cfp® works for Clf Asset Management
What is Michael Vaubel, Cfp®'s role at the current company?
Michael Vaubel, Cfp®'s current role is Investment Adviser Representative at CLF Asset Management.
What schools did Michael Vaubel, Cfp® attend?
Michael Vaubel, Cfp® attended University Of Wisconsin-Madison, Lawrence University, Wayland Academy.
Who are Michael Vaubel, Cfp®'s colleagues?
Michael Vaubel, Cfp®'s colleagues are Camden Schmidt, Jacob Soener, Cfp®.
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