Michael Campbell

Financial Planning Intern at myCIO Wealth Partners
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Contact Information
us****@****om
(386) 825-5501

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Credentials

  • FactSet Essentials: Core Products
    FactSet
    Oct, 2021
    - Nov, 2024
  • FactSet Essentials: Derivatives
    FactSet
    Oct, 2021
    - Nov, 2024
  • FactSet Essentials: Portfolio Analysis
    FactSet
    Oct, 2021
    - Nov, 2024
  • Accounting Fundamentals
    Corporate Finance Institute® (CFI)
    Sep, 2021
    - Nov, 2024
  • Excel Crash Course
    Corporate Finance Institute® (CFI)
    Sep, 2021
    - Nov, 2024
  • Licensed Accident and Health, Life and Fixed Annuities Producer
    Pennsylvania Insurance Department
    Feb, 2022
    - Nov, 2024

Experience

  • myCIO Wealth Partners
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Financial Planning Intern
      • Jan 2023 - Present

  • MassMutual Greater Philadelphia
    • United States
    • Financial Services
    • 300 - 400 Employee
    • Financial Services Professional Intern
      • Jun 2022 - Aug 2022

      Licensed to sell insurance in Pennsylvania. MassMutual is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiary of MassMutual or its affiliated companies. Licensed to sell insurance in Pennsylvania. MassMutual is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiary of MassMutual or its affiliated companies.

  • The Alias Group
    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Inside Sales Intern
      • May 2021 - Feb 2022

      Cold called and emailed prospects, qualified accounts, scheduled meetings and demos with potential clients Cold called and emailed prospects, qualified accounts, scheduled meetings and demos with potential clients

  • Lib's Grill
    • United States
    • Restaurants
    • 1 - 100 Employee
    • Event Staff
      • Mar 2019 - Aug 2019

      Unloaded and reloaded catering trucks, set up for catered events at job sites

    • Busser
      • Mar 2019 - Aug 2019

      Cleared and reset tables, restocked bar, assisted in general maintenance

  • Calvert Hall College High School
    • United States
    • Education Administration Programs
    • 100 - 200 Employee
    • Summer Camp Counselor
      • Sep 2015 - May 2019

      Taught fundamentals in basketball to elementary and middle school kids, was promoted to commissioner of youth division in summer of 2019. Taught fundamentals in basketball to elementary and middle school kids, was promoted to commissioner of youth division in summer of 2019.

Education

  • University of Delaware
    Bachelor of Science - BS, Finance and Financial Planning & Wealth Management Double Major
    2019 - 2023
  • Alfred Lerner College of Business & Economics at University of Delaware
    Bachelor of Science - BS, Finance and Financial Planning & Wealth Management
    2019 - 2023
  • Calvert Hall College High School
    2015 - 2019

Community

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