Ceo, Atomic Brokerage
Current
May 2024 - Present
AeroLeads people directory · profile
Michael Hahn, Cfa Email & Phone Number
Inv Mgmt | Operations | FinTech
at
Atomic Invest
1 work email found
@financialengines.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Inv Mgmt | Operations | FinTech
Location
San Francisco Bay Area, United States, United States
Who is Michael Hahn, Cfa? Overview
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Quick answer
Michael Hahn, Cfa is listed as Inv Mgmt | Operations | FinTech at Atomic Invest, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at financialengines.com and a matched LinkedIn profile for Michael Hahn, Cfa.
Michael Hahn, Cfa previously worked as CEO, Atomic Brokerage at Atomic Invest and Head of Operations at Atomic Invest. Michael Hahn, Cfa holds B.Comm from University Of Toronto.
Company email context
Email format at Atomic Invest
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*@financialengines.com
68% confidence
AeroLeads found 1 current-domain work email signal for Michael Hahn, Cfa. Compare company email patterns before reaching out.
Profile bio
About Michael Hahn, Cfa
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.
Listed skills include Investments, Portfolio Management, Equities, Asset Allocation, and 23 others.
Current workplace
Michael Hahn, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles · 31 years
Michael Hahn, Cfa work experience
A career timeline built from the work history available for this profile.
Head Of Operations
Apr 2022 - Apr 2024
Senior Director, Customer & Investment Operations
Senior 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.
Apr 2019 - Oct 2021
Director, Portfolio Management
Leader 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.
2001 - Jan 2019
Mgr, Equity Markets, Investment Finance
Managed 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.
1997 - 2001
~4 yrs
Senior Compliance Examiner
Investment Industry Regulatory Organization Of Canada
1995 - 1997
~2 yrs
2 education records
Michael Hahn, Cfa education
B.Comm
University Of Toronto
Cfa Charterholder
Cfa Institute
FAQ
Frequently asked questions about Michael Hahn, Cfa
Quick answers generated from the profile data available on this page.
What company does Michael Hahn, Cfa work for?
Michael Hahn, Cfa works for Atomic Invest.
What is Michael Hahn, Cfa's role at Atomic Invest?
Michael Hahn, Cfa is listed as Inv Mgmt | Operations | FinTech at Atomic Invest.
What is Michael Hahn, Cfa's email address?
AeroLeads has found 1 work email signal at @financialengines.com for Michael Hahn, Cfa at Atomic Invest.
Where is Michael Hahn, Cfa based?
Michael Hahn, Cfa is based in San Francisco Bay Area, United States, United States while working with Atomic Invest.
What companies has Michael Hahn, Cfa worked for?
Michael Hahn, Cfa has worked for Atomic Invest, Guideline, Financial Engines, Ontario Teachers' Pension Plan, and Investment Industry Regulatory Organization Of Canada.
How can I contact Michael Hahn, Cfa?
You can use AeroLeads to view verified contact signals for Michael Hahn, Cfa at Atomic Invest, including work email, phone, and LinkedIn data when available.
What schools did Michael Hahn, Cfa attend?
Michael Hahn, Cfa holds B.Comm from University Of Toronto.
What skills is Michael Hahn, Cfa known for?
Michael Hahn, Cfa is listed with skills including Investments, Portfolio Management, Equities, Asset Allocation, Financial Services, Investment Management, Asset Management, and Mutual Funds.
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