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@myecfo.com
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3 phones found area 858 and 866
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LinkedIn matched
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Mike Munson, Cfa is listed as Principal at MYeCFO, a company with 9 employees, based in San Diego County, California, United States. AeroLeads shows a work email signal at myecfo.com, phone signal with area code 858, 866, and a matched LinkedIn profile for Mike Munson, Cfa.
Mike Munson, Cfa previously worked as VP, Portfolio Manager, Principal at Denali Advisors and Assistant CIO at Sdcera. Mike Munson, Cfa holds Mba, Finance from University Of California, Los Angeles - The Anderson School Of Management.
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AeroLeads found 1 current-domain work email signal for Mike Munson, Cfa. Compare company email patterns before reaching out.
Passionate problem solver. I enjoy everything quantitative and complex in the areas of finance, taxes, and money management.
Listed skills include Fixed Income, Portfolio Management, Equities, Investments, and 3 others.
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A career timeline built from the work history available for this profile.
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.
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
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
Built a pricing model used for all GIC salesPersonal sales over $500 million
Other employees you can reach at myecfo.com. View company contacts for 9 employees →
Julio Martinez Cortes
Colleague at Myecfo
La Paz, Bolivia, Bolivia, Plurinational State Of
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SM
Sandra Munson
Colleague at Myecfo
San Diego County, California, United States, United States
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MP
Marisol Pelayo Gudiño
Colleague at Myecfo
Guadalajara, Mexico Metropolitan Area, Mexico
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MP
Marycruz Paredes
Colleague at Myecfo
Morelia, Michoacán, Mexico, Mexico
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NA
Norma Alvarez
Colleague at Myecfo
Laguna Niguel, California, United States, United States
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JE
Jamie Edwards
Colleague at Myecfo
Greater Seattle Area, United States
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Winner of J. Fred Weston Award for Excellence in Finance
Activities and Societies: Senior Class President Varsity Football Senior Thesis on Doubling Strategy in Backgammon
Quick answers generated from the profile data available on this page.
Mike Munson, Cfa works for MYeCFO.
Mike Munson, Cfa is listed as Principal at MYeCFO.
AeroLeads has found 1 work email signal at @myecfo.com for Mike Munson, Cfa at MYeCFO.
AeroLeads has found 3 phone signal(s) with area code 858, 866 for Mike Munson, Cfa at MYeCFO.
Mike Munson, Cfa is based in San Diego County, California, United States while working with MYeCFO.
Mike Munson, Cfa has worked for Myecfo, Denali Advisors, Sdcera, and Transamerica.
Mike Munson, Cfa's colleagues at MYeCFO include Julio Martinez Cortes, Sandra Munson, Marisol Pelayo Gudiño, Marycruz Paredes, and Norma Alvarez.
You can use AeroLeads to view verified contact signals for Mike Munson, Cfa at MYeCFO, including work email, phone, and LinkedIn data when available.
Mike Munson, Cfa holds Mba, Finance from University Of California, Los Angeles - The Anderson School Of Management.
Mike Munson, Cfa is listed with skills including Fixed Income, Portfolio Management, Equities, Investments, Valuation, Accounting, and Economics.
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