Michael Carlon has a diverse work experience in the finance industry. Michael is currently working as a Sales Manager at FundApps since April 2022. Before this role, they were an Associate Director at Oppenheimer & Co. Inc. from December 2018 to April 2022. Prior to that, they worked as an Associate at CastleOak Securities from June 2015 to December 2018. Michael gained early experience as an Intern at Cantor Fitzgerald in 2014 and at Morgan Stanley in 2013.
Michael Carlon attended the Alfred Lerner College of Business & Economics at the University of Delaware from 2011 to 2015. Michael earned a Bachelor of Science degree in Finance and Economics during this time. Additionally, they are a CFA Level II Candidate from the CFA Institute. In terms of certifications, Michael obtained the Series 7 certification from the Financial Industry Regulatory Authority (FINRA) in January 2016, and the Series 63 certification in March 2016.
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