Michael Hahn, Cfa work email
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Michael Hahn, Cfa personal email
I am inspired when joining disruptive companies breaking new ground in financial services. The Atomic mission is an audacious one - to make wealth building accessible to all human beings. Having been a part of two transformative fintech companies already - Guideline (Series B to unicorn status) and Financial Engines (0 to $160B aum, public in 2010, private in 2018), I'm going to do my best to leverage all the skills and learnings to make the the third run at Atomic even more impactful, and help our vision become a reality.
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Ceo, Atomic BrokerageAtomic Invest May 2024 - PresentNew York, Ny, Us -
Head Of OperationsAtomic Invest Apr 2022 - Apr 2024New York, Ny, Us
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Senior Director, Customer & Investment OperationsGuideline Apr 2019 - Oct 2021Burlingame, California, UsSenior leader managing financial and investment operations on execution and scaling of processes to provide access to 401ks and IRAs for small businesses across the country. Member of Investment Committee, leading fund due diligence, suitability assessment and investment policy oversight. -
Director, Portfolio ManagementFinancial Engines 2001 - Jan 2019Sunnyvale, Ca, UsLeader in overseeing portfolio management execution and accuracy for over one million participant portfolios across 750+ companies, and communicating methodology and performance to broad, diverse audiences including human resource and treasury teams, investment committees, advisors, and consultants. One of early members on investment management team, building infrastructure, processes, reporting and trading connectivity with major partners from $0 to $160+ billion in assets under management. -
Mgr, Equity Markets, Investment FinanceOntario Teachers' Pension Plan 1997 - 2001Toronto, Ontario, CaManaged team of sixteen staff, overseeing investment finance operations, risk and performance management for domestic equities, international equities, alternative investments, venture capital totaling over $30 billion and foreign exchange program totaling over $10 billion in notional value. -
Senior Compliance ExaminerInvestment Industry Regulatory Organization Of Canada 1995 - 1997
Michael Hahn, Cfa Skills
Michael Hahn, Cfa Education Details
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University Of TorontoB.Comm -
Cfa InstituteCfa Charterholder
Frequently Asked Questions about Michael Hahn, Cfa
What company does Michael Hahn, Cfa work for?
Michael Hahn, Cfa works for Atomic Invest
What is Michael Hahn, Cfa's role at the current company?
Michael Hahn, Cfa's current role is Inv Mgmt | Operations | FinTech.
What is Michael Hahn, Cfa's email address?
Michael Hahn, Cfa's email address is mh****@****nes.com
What schools did Michael Hahn, Cfa attend?
Michael Hahn, Cfa attended University Of Toronto, Cfa Institute.
What skills is Michael Hahn, Cfa known for?
Michael Hahn, Cfa has skills like Investments, Portfolio Management, Equities, Asset Allocation, Financial Services, Investment Management, Asset Management, Mutual Funds, Client Relations, Portfolio Optimization, Cross Functional Team Leadership, Retirement Planning.
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