Mickey M. Schleien, CFA
University of California, Los Angeles
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Mickey M. Schleien, CFA is a highly experienced senior equity research analyst with 29.8 years of work experience. He has a strong background in equities, equity research, financial modeling, and valuation. Based in the United States, Mickey has extensive relationships with institutional investors, company management teams, regulators, and sector organizations. He specializes in detailed financials analysis, in-depth financial modeling, forecasts, and communication of viewpoints through publication of company and industry research. Mickey holds multiple securities licenses including Supervisory Analyst.
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About
Senior equity research analyst responsible for coverage of business development companies (BDCs). Extensive sector relationships with institutional investors, company management teams, regulators, and sector organizations. Duties include detailed financials analysis, in-depth financial modeling, forecasts, and communication of viewpoints through publication of company and industry research, personal dialogue, and marketing. CFA charter holder, MBA, bilingual in English & Spanish. Multiple securities licenses including Supervisory Analyst.
...See MoreWork Experience
managing director at ladenburg thalmann
Senior Vice President Equity Research
Financial Services
Mickey M. Schleien, CFA's Professional Milestones
- Vice President Of Mergers And Acquisitions (2000-01-01~2001-01-01): Successfully closed multiple large-scale mergers and acquisitions, driving strategic growth and expanding market presence.
- Vice President Equity Research (1995-09-01~1998-08-01): Developing cutting-edge investment strategies to drive sustainable growth and foster fiscal responsibility.
Education
Chemistry
Skill
Equities
Equity Research
Financial Modeling
Finance
Valuation
Investments
Financial Analysis
Corporate Finance
Due Diligence
Securities
Fixed Income
Strategic Planning
Management
Emerging Markets
Mutual Funds
Wealth Management
Investment Management
Leadership
Alternative Investments
Certification
Colleagues
Jaime Desmond
coo asset management at ladenburg thalmann
Peter H. Blum
Co-Chief Executive Officer | Co-President
Robert Mateicka
Chief Compliance Officer
Philip S. Blancato
chief executive officer and president - asset management
Michael Mundo
Vice President | Senior Financial Advisor
Other Named Mickey M. Schleien, CFA
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Mickey M. Schleien, CFA works for Ladenburg Thalmann
Mickey M. Schleien, CFA's role in Ladenburg Thalmann is managing director at ladenburg thalmann
Mickey M. Schleien, CFA works in the industry of Financial Services
Mickey M. Schleien, CFA's colleagues are Jaime Desmond,Peter H. Blum,Robert Mateicka
Mickey M. Schleien, CFA's latest job experience is managing director at ladenburg thalmann at Ladenburg Thalmann
Mickey M. Schleien, CFA's latest education in University of California, Los Angeles