Michael J Lee, Cfa Email & Phone Number

Destin, FL, US

Discover one of the best Institutional Money Managers available today in WealthTrust Asset Management. LLC. DBS Performance Summary located at wealthtrustam.com Our Platform Partners are as follows:925 AdvisoryEnvestnetSchwab MarketplaceTD AmeritradeFidelityRaymond James,SMArtXOrion CommunitiesSimplicityFiniatWe manage investment portfolios on a.

TAFF South, LLC is a diversified trading company in the business of sourcing, trading, and producing various commodity products. Our diversified customer base spans corporations located in the U.S., Europe, Asia, Central America, South America, and Africa. Our business relationships and industry network provide us with a unique and significant competitive.

“There is no greater agony than bearing an untold story inside you.”― Maya Angelou, I Know Why the Caged Bird Sings“The scariest moment is always just before you start.”― Stephen King, On Writing: A Memoir of the Craft“If there's a book that you want to read, but it hasn't been written yet, then you must write it.”― Toni Morrison

Data, statistics and indicators dominate our lives. The investment industry is a prime benefactor of this movement. Investment management is optimized by layering technology onto solid investment philosophies.EQS is a machine intelligence platform that transforms high quality fundamental, economic, transaction, and social sentiment data into the optimal.

Founded in 2008, Long Street is an independent and objective investment advisory firm. Our goal is to provide a select number of clients with highly customized investment and capital management advice. We streamline the asset process without disrupting the structure in place through a consulting relationship. We take in the big picture and how all assets.

The only way to get where you want to go is to first know where you want to go. After this Vision is clear, the rest of the process is how we will build a great business.I've spent decades learning to identify great businesses in which to deploy investment capital. Successful companies all share common aspects.Our mission is to help you transform your.

Structure the financial operations of the company and subsidiaries.Monitor cash flows and manage the capital structure Initiated the development of a data/analytics department utilizing Glew and NetSuite.Created a data process for forecasting various company KPIs.Identify and report on what areas that are most efficient and how to capitalize on this.

Assisted in the development of a financial strategy and contract negotiation for the expansion of a multifunctional production facility,

Developed a sales and marketing strategy for a wealth management firm utilizing Smart Asset, sales call and closing training, digital marketing, email marketing, retargeting, podcast development, content creation, among others

Atlanta, Georgia, US

Managed sourcing, due diligence and analysis for Wildermuth Asset Management public equity separately managed account strategies - Dividend, Growth, Equity Commodity and Small/Mid Cap all of which consistently outperformed their respective benchmarks.Managed sourcing, due diligence and analysis for the multi-asset strategy Wildermuth Endowment Strategy.

Boston, MA, US

Moors & Cabot combines traditional values and modern capabilities to help investors achieve their financial goals. We provide a full range of individual and institutional services in the Moors & Cabot tradition. Led the implementation of new streams of income and relationship based method of referral generation.Performed appropriate and complex.

Responsible for developing and managing the following managed portfolios:Value oriented equity and equity options portfolio centered on solid company financials and return enhancement benefits with derivatives.Quantitative S&P 500 Futures utilizing technical analysis and immediate fundamental events realizing 30% per year.Foreign Exchange focusing on.

Researched and traded NYSE and NASDAQ listed equities. Utilized financial services such as Bloomberg and Reuters to gather news and information that influenced market performance. Analyzed financial reports, fundamental and technical statistics. Executed trades based upon current order flow and trading programs to gauge trading continuation.

Information Systems

Finance