Michael Allende

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Consumer Services

Finance

Profil

Michael Eugene Allende currently works at Bridge Generations Wealth Management LLC, as Operations Manager & Trader from 2024.
Mr. Allende also formerly worked at Castle Wealth Management LLC, as Financial Research Assistant from 2020 to 2024.
Mr. Allende received his undergraduate degree in 2015 and Masters Business Admin degree in 2016 from the University of North Florida.

Aktive Positionen von Michael Allende

Unternehmen	Position	Beginn

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Ehemalige bekannte Positionen von Michael Allende

Unternehmen	Position	Ende
Castle Wealth Management LLC Castle Wealth Management LLC Investment ManagersFinance CWM follows a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization of client’s unique needs and situation. The firm uses a software application that utilizes modern portfolio theory to assist them.	Analyst-Equity	06.12.2024

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Unternehmensverbindungen

Private Unternehmen	2
University of North Florida University of North Florida Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Castle Wealth Management LLC Castle Wealth Management LLC Investment ManagersFinance CWM follows a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization of client’s unique needs and situation. The firm uses a software application that utilizes modern portfolio theory to assist them.	Finance