Mike Munson, Cfa

Mike Munson, Cfa Email and Phone Number

Principal, MYeCFO @ MYeCFO
la jolla, california, united states
Mike Munson, Cfa's Location
San Diego County, California, United States, United States
Mike Munson, Cfa's Contact Details

Mike Munson, Cfa personal email

n/a
About Mike Munson, Cfa

Passionate problem solver. I enjoy everything quantitative and complex in the areas of finance, taxes, and money management.

Mike Munson, Cfa's Current Company Details
MYeCFO

Myecfo

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Principal, MYeCFO
la jolla, california, united states
Website:
myecfo.com
Employees:
9
Mike Munson, Cfa Work Experience Details
  • Myecfo
    Principal
    Myecfo Jan 2013 - Present
    Co-founded the company; responsible for tax strategy and wealth management projects. I work with clients to build financial models and run scenario analysis on tax forecasts, home purchase, incentive stock options, and other financial issues faced by individuals and families.
    View
  • Denali Advisors
    Vp, Portfolio Manager, Principal
    Denali Advisors Apr 2001 - Present
    La Jolla, Ca
    Co-founded the company; Responsible for selecting stocks for portfolios, selecting brokers to trade, monitoring performance of portfolios and brokers, and presenting to clients and prospects
    View
  • Sdcera
    Assistant Cio
    Sdcera Jul 1999 - Apr 2001
    San Diego, Ca
    Portfolio Manager and Trader for large value portfolio and inflation indexed bond portfolio, evaluated external managers and recommended changes, traded derivatives portfolio for equity and fixed income overlays
  • Transamerica
    Financial Analyst
    Transamerica Apr 1995 - Aug 1997
    Built a pricing model used for all GIC salesPersonal sales over $500 million
    View

Mike Munson, Cfa Skills

Fixed Income Portfolio Management Equities Investments Valuation Accounting Economics

Mike Munson, Cfa Education Details

Frequently Asked Questions about Mike Munson, Cfa

What company does Mike Munson, Cfa work for?

Mike Munson, Cfa works for Myecfo

What is Mike Munson, Cfa's role at the current company?

Mike Munson, Cfa's current role is Principal, MYeCFO.

What is Mike Munson, Cfa's email address?

Mike Munson, Cfa's email address is mi****@****cfo.com

What is Mike Munson, Cfa's direct phone number?

Mike Munson, Cfa's direct phone number is +185875*****

What schools did Mike Munson, Cfa attend?

Mike Munson, Cfa attended University Of California, Los Angeles - The Anderson School Of Management, Harvey Mudd College.

What are some of Mike Munson, Cfa's interests?

Mike Munson, Cfa has interest in Bridge And Basketball.

What skills is Mike Munson, Cfa known for?

Mike Munson, Cfa has skills like Fixed Income, Portfolio Management, Equities, Investments, Valuation, Accounting, Economics.

Who are Mike Munson, Cfa's colleagues?

Mike Munson, Cfa's colleagues are Norma Alvarez, Sandra Munson, Julio Martinez Cortes, Jamie Edwards, Marisol Pelayo Gudiño, Marycruz Paredes.

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