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Michael Guglielmo, Cfa
Financial expert with CFA certification and experience in investments and portfolio management.
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Location
New York City Metropolitan Area, US
Skills
- Customer Service
- Leadership
- Financial Markets
- Investments
- News Writing
- Show all
Bio
Generated by
Topline AI
Michael Guglielmo is a seasoned finance professional with expertise in investments, portfolio management, and regulatory compliance. He has a strong background in customer service, leadership, and financial markets. With certifications from the CFA Institute and FINRA, he brings a high level of expertise to the table. He also has skills in news writing, account reconciliation, and equity trading.
Credentials
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Series 3 - National Commodity Futures Examination
FINRAMay, 2023- Apr, 2026 -
Chartered Financial Analyst (CFA)
CFA InstituteSep, 2022- Apr, 2026 -
Learn Python 3 Course
CodecademyOct, 2021- Apr, 2026 -
Analyze Financial Data with Python Skill Path
CodecademyAug, 2021- Apr, 2026
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Industry Focus. “Financial Services”
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References
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