Mike Battin Email & Phone Number

Started as Associate Portfolio Manager in 2007 and now assigned to roughly 300 investment and/or trust accounts with a combined market value of over $500 million. Use contemporary research to manage diversified portfolios that invest in all major asset classes including stocks, bonds, options, hedge funds, private equity, commodities and global real estate. Manage many custom accounts with concentrated equity positions and unique allocations of real estate and special assets including oil well interests and privately held companies.Use options strategies to help diversify concentrated positions in single equities and funds.Act as sole Relationship and Portfolio Manager on many accounts. Large role in marketing and new business development. Responsible for annual reviews of support staff.

Assisted Senior Portfolio Managers with both fundamental and technical research and investment selection. Responsible for coordinating account administration for investment management clients. Produced investment and performance reports and oversees transaction processing. Assists partners in new business development and preparing client presentations.

Worked in ERISA division of WWOT. Performed daily/monthly audits and performance reviews for some of NT's largest corporate clients. Reconcile cash balances as well as investment and pension transactions for global investment portfolios. Worked directly with clients and relationship managers. Lead a team of senior analysts in reconciling and ruling on proper accounting for standard and complex corporate actions. Spent time in NT's London office working on a derivatives reconciliation project for one of the companies largest clients.

Illinois Licensed for Life Insurance and Annuities. Sold life insurance and annuity products for several firms including MetLife, AIG and Fidelity and Guarantee. Worked with long term care, final expense, and variable insurance/annuities as well.

Mba & Ms, Finance

Bba, Finance, Graduated With Cum Laude Honors

Activities and Societies: Major in Finance, with minors in Economics, Management and General Business. Current member of Golden Key.

Bachelor Of Business Administration (Bba), Finance Major

Advanced Excel For Financial Modeling

Multi-day class using only key strokes to build financial models.