Michael M Charne

Financial Advisor - Global Wealth Management At Merrill Lynch

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Location:

Dallas/Fort Worth Area

Industry:

Financial Services

Senior Vice President - Investment Officer

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Location:

Dallas, TX

Industry:

Financial Services

Work:

Merrill Lynch since Jan 2010
First Vice President, Senior Financial Advisor Wealth Management
Oppenheimer & Co. Feb 2008 - Mar 2010
Executive Director - Investments
VISION EQUITY LLC 2002 - 2008
Managing Partner
MATHOMO GROUP LTD 1995 - 2001
Founder and Chief Exective Officer
GRANTS FURNITURE GROUP - South Africa 1979 - 1994
Chairman and Managing Director

Education:

University of the Witwatersrand 1965 - 1970
BCom (Acc), Accounting and Law King David Linksfield, Johannesburg, South Africa 1960 - 1964

Skills:

Investments
Mergers and Acquisitions
Finance
Venture Capital
Strategy
Entrepreneurship
Private Equity
Investment Banking
Wealth Management
Financial Services
Strategic Financial Planning
Portfolio Management
Financial Modeling
Wealth Management Services
Corporate Finance
Financial Advisory
Alternative Investments
Valuation
Strategic Partnerships
Financial Planning
Equities
Managerial Finance
Lbo
Capital Markets
Securities
Executive Management
Mergers
Ipo
Investment Advisory
Real Estate
Financial Markets
Series 7
Banking
Retirement Planning
Private Wealth Management
Investment Management
Leveraged Finance
Estate Planning
Series 63
Private Placements
Retirement
Finra
Wealth
Credit
Loans
High Net Worth Individuals
Project Finance
Treasury Management
Commercial Lending

Languages:

Afrikaans

Awards:

Merrill Lynch - Executive Club, President Club and Chairman's Club

Michael Charne

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