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Michael Fenner, Cfa Email & Phone Number

Private Wealth Management | Neuberger Berman at IEQ Capital
Location: San Francisco Bay Area, United States, United States 9 work roles 2 schools
1 work email found @tdameritrade.com LinkedIn matched
4 data sources Profile completeness 100%

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Work email m****@tdameritrade.com
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Current company
IEQ Capital
Role
Private Wealth Management | Neuberger Berman
Location
San Francisco Bay Area, United States, United States
Company size
243 employees

Who is Michael Fenner, Cfa? Overview

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Quick answer

Michael Fenner, Cfa is listed as Private Wealth Management | Neuberger Berman at IEQ Capital, a company with 243 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at tdameritrade.com and a matched LinkedIn profile for Michael Fenner, Cfa.

Michael Fenner, Cfa previously worked as Vice President at Neuberger Berman and Investment Counselor at Fisher Investments. Michael Fenner, Cfa holds Bachelor Of Science, Business Management from Purdue University.

Company email context

Email format at IEQ Capital

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*@tdameritrade.com
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AeroLeads found 1 current-domain work email signal for Michael Fenner, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Michael Fenner, Cfa

Michael Fenner, Cfa is a Private Wealth Management | Neuberger Berman at IEQ Capital. He possess expertise in football, company valuation, deals, .net, litigation and 56 more skills. He is proficient in Spanish.

Listed skills include Football, Company Valuation, Deals, .Net, and 57 others.

Current workplace

Michael Fenner, Cfa's current company

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IEQ Capital
Ieq Capital
Private Wealth Management | Neuberger Berman
San Francisco Bay Area
Website
ieqcapital.com
Employees
243
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Company profile
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9 roles

Michael Fenner, Cfa work experience

A career timeline built from the work history available for this profile.

Consultant, Cash & Collateral, Hedge Fund Services

Northern Trust Corporation

Chicago, Illinois, US

  • Streamlined processes by building Excel files to analyze large data sets using macros, pivot tables, and various functions
  • Handled the mark to market in collateral accounts for our client. Resolved booking and miscalculation issues
  • Reconciled cash balances, monthly interest, management fees, custody fees, etc.
  • Communicated with client and other banks to resolve disputes and handle day to day transactions
  • Prepared daily wire transfers for client to release
  • Established payment models and performed due diligence and call backs to verify destination account details
Feb 2014 - Dec 2016

Aml Associate

Td Ameritrade

Omaha, NE, US

  • Analyze client investments and transactions to enforce trading rules set by SOX and FINRA
  • Responsible for a portfolio of accounts to analyze for various types of fraudulent activity
Oct 2013 - Feb 2014

Investment Banking Analyst - Intern

Woodside Capital Partners

Palo Alto, California, US

  • Assisted in drafting weekly process updates, executive briefs, pitch books (executive summary, market dynamics, potential partners, valuation – football field, m&a and public comps), etc.
  • Researched companies for valuation purposes, uncover market trends, help draft acquisition rationales
  • Expert use of Salesforce, Dropbox, Box.net, Capital IQ, Microsoft excel and PowerPoint
  • Sat in on meetings and calls with clients to discuss outreach strategy and progress
  • Worked directly with everyone from Analyst to Partner level
  • Ran company screeners on Capital IQ for valuation and outreach purposes
Jan 2013 - Jul 2013

Investment Banking Analyst - Intern

Rutberg & Company
  • Researched public and private telecom and social media companies to find potential partners for our clients
  • Created comparable company valuations and research reports
  • Aggregated external research for market dynamics on prospective M&A/ private placement deals
  • Helped put together a book about the telecom industry for Rutberg’s Future Mobile conference
  • Composed a weekly news book about any private placement and/or acquisitions in the telecom industry and distributed it to the investment banking team
  • Simultaneously worked on multiple projects for different bosses under minimal oversight
Apr 2012 - Jun 2012

Accountant

A Runner'S Mind
Aug 2011 - Mar 2012
Team & coworkers

Colleagues at IEQ Capital

Other employees you can reach at ieqcapital.com. View company contacts for 243 employees →

RM Robert Mccourt Robert Mccourt Colleague at Ieq Capital San Francisco Bay Area, United States View → BM Beth Murrell Beth Murrell Colleague at Ieq Capital San Francisco Bay Area, United States View → JS John Stone John Stone Colleague at Ieq Capital San Francisco, California, United States, United States View → JZ Jesse Zheng Jesse Zheng Colleague at Ieq Capital San Francisco Bay Area, United States View → SS Sam Shephard Sam Shephard Colleague at Ieq Capital Los Angeles, California, United States, United States View → NT Nick Tam Nick Tam Colleague at Ieq Capital San Francisco, California, United States, United States View → SG Scott Gutterman Scott Gutterman Colleague at Ieq Capital San Francisco, California, United States, United States View → AA Adrianus Aidan Vermeulen Adrianus Aidan Vermeulen Colleague at Ieq Capital San Francisco Bay Area, United States View → BM Brianna Mariolle Brianna Mariolle Colleague at Ieq Capital San Francisco Bay Area, United States View → WG Wyatt Grauman Wyatt Grauman Colleague at Ieq Capital San Francisco, California, United States, United States View →
2 education records

Michael Fenner, Cfa education

Bachelor Of Science, Business Management

Purdue University

Business

Universitat Pompeu Fabra
FAQ

Frequently asked questions about Michael Fenner, Cfa

Quick answers generated from the profile data available on this page.

What company does Michael Fenner, Cfa work for?

Michael Fenner, Cfa works for IEQ Capital.

What is Michael Fenner, Cfa's role at IEQ Capital?

Michael Fenner, Cfa is listed as Private Wealth Management | Neuberger Berman at IEQ Capital.

What is Michael Fenner, Cfa's email address?

AeroLeads has found 1 work email signal at @tdameritrade.com for Michael Fenner, Cfa at IEQ Capital.

Where is Michael Fenner, Cfa based?

Michael Fenner, Cfa is based in San Francisco Bay Area, United States, United States while working with IEQ Capital.

What companies has Michael Fenner, Cfa worked for?

Michael Fenner, Cfa has worked for Ieq Capital, Neuberger Berman, Fisher Investments, Northern Trust Corporation, and Td Ameritrade.

Who are Michael Fenner, Cfa's colleagues at IEQ Capital?

Michael Fenner, Cfa's colleagues at IEQ Capital include Robert Mccourt, Beth Murrell, John Stone, Jesse Zheng, and Sam Shephard.

How can I contact Michael Fenner, Cfa?

You can use AeroLeads to view verified contact signals for Michael Fenner, Cfa at IEQ Capital, including work email, phone, and LinkedIn data when available.

What schools did Michael Fenner, Cfa attend?

Michael Fenner, Cfa holds Bachelor Of Science, Business Management from Purdue University.

What skills is Michael Fenner, Cfa known for?

Michael Fenner, Cfa is listed with skills including Football, Company Valuation, Deals, .Net, Litigation, Powerpoint, Social Media, and Equity Valuation.

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