Profile
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.
Michael Allende active positions
| Companies | Position | Start |
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Former positions of Michael Allende
| Companies | Position | End |
|---|---|---|
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 |
Training of Michael Allende
Experiences
Positions held
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1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 2 |
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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 |
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