Michael Salmon Email & Phone Number | CAPTRUST Wealth Management business line delivers exceptional, proactive service. RM's are primary POC for client relationships; transition client portfolios, generate/deliver client reviews as well as perform projections for existing wealth client base consisting of $15 billion AUM. Fee only, discretionary portfolio management. Across all business lines, CAPTRUST as a firm advises on $300 billion in assets. Employee Education: Dedicated CRM expert for the firm's proprietary database, CAPConnect; provide ongoing training of CAPConnect and multiple custodian sites including Pershing, Schwab, Fidelity and TD Ameritrade. Awards & Acknowledgement: Earned employee ownership in an unprecedented length of service; CAPTRUST Brick Award recipient for exceptional client service.Member of the New York Stock Exchange. Institutional execution broker representing the firm and clients on the NYSE trading floor. Executed large institutional clients orders for the purpose of finding the best execution prices for the client; price betterment. Studied and observed market trends and news dissemination to invest firm capital in the marketplace. Assisted in the trading of secondary offerings and IPO's, including Kraft and MetLife. Participated in the development and implementation of Credit Suisse's proprietary Order Mgmt System (OMS) and NYSE floor-based handheld trading system. Oversight of the firm's NYSE-listed trade reconciliation; questionable trades (QT's) and clearing.

Michael Salmon

CAPTRUST Wealth Management business line delivers exceptional, proactive service. RM's are primary P...
Raleigh-Durham, North Carolina, United States

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Michael Salmon’s Location Raleigh-Durham, North Carolina, United States

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Michael Salmon’s Prior Industry Credit Suisse

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Relationship Manager

2008-06-01 00:00:00 - Present

Vice President, Us Cash Equity Trading (At Nyse)

1995-08-01 00:00:00 - 2007-04-01 00:00:00

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Michael Salmon is a CAPTRUST Wealth Management business line delivers exceptional, proactive service. RM's are primary POC for client relationships; transition client portfolios, generate/deliver client reviews as well as perform projections for existing wealth client base consisting of $15 billion AUM. Fee only, discretionary portfolio management. Across all business lines, CAPTRUST as a firm advises on $300 billion in assets. Employee Education: Dedicated CRM expert for the firm's proprietary database, CAPConnect; provide ongoing training of CAPConnect and multiple custodian sites including Pershing, Schwab, Fidelity and TD Ameritrade. Awards & Acknowledgement: Earned employee ownership in an unprecedented length of service; CAPTRUST Brick Award recipient for exceptional client service.Member of the New York Stock Exchange. Institutional execution broker representing the firm and clients on the NYSE trading floor. Executed large institutional clients orders for the purpose of finding the best execution prices for the client; price betterment. Studied and observed market trends and news dissemination to invest firm capital in the marketplace. Assisted in the trading of secondary offerings and IPO's, including Kraft and MetLife. Participated in the development and implementation of Credit Suisse's proprietary Order Mgmt System (OMS) and NYSE floor-based handheld trading system. Oversight of the firm's NYSE-listed trade reconciliation; questionable trades (QT's) and clearing.