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Mickey Payne

Vice President Of Investment and Director of Operations

WMBC

United States, California, Diamond Bar

About Me

Overseeing and managing the investment strategy of a Registered Investment Advisory Firm. I focused on aligning investment portfolios with the organizations objectives, managing assets, mitigating risk, and ensuring compliance with regulatory requirements. The role involves high-level decision-making, portfolio management, and market analysis. I've played a key role in client relations, ensuring tailored investment solutions are delivered while balancing short-term and long-term growth goals. Areas of Expertise: Investment Management Operations Management Project Management (Strategic Planning and Implementation) Organizational Leadership and Collaboration Cash Flow Management Quality Con

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Profile Information

Vice President Of Investment and Director of Operations

WMBC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Diamond Bar

California

United States

Feb 21, 2025

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