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Mike Malik, CIMA®, CRPC®

Chief Marketing Officer

Mike Malik is an Executive Director of Investments at Oppenheimer & Co. Inc., where he utilizes his expertise in investment management. He holds the professional designations of CIMA® (Certified Investment Management Analyst) and CRPC® (Chartered Retirement Planning Counselor).

Originally from Wisconsin, Mike Malik earned his Bachelor of Science degree from Marquette University. His career in finance has been marked by a focus on investment strategies and client relations, contributing significantly to the growth and management of investment portfolios at Oppenheimer & Co. Inc..1

Highlights

Jun 3 · linkedin

Our team, The Holistic Private Client Group at Oppenheimer, now has an updated website with timely information. If we can be a resource to you, please reach out to us as we are here to help you with your investments and finances. We wish you a peaceful and relaxing summer.

#Marketing #Markets #innovation #management #humanresources #digitalmarketing #technology #creativity #future #india

Oct 28 · linkedin

For over 20 years I have successfully helped financial advisors and their clients with investment and financial planning strategies. This gave me first-hand appreciation regarding the value of a trusted financial advisor. I am so happy to bring that experience to my new role as a wealth advisor on a team with Rattan Dodeja at Oppenheimer & Co. Inc. in San Francisco. Together we manage client portfolios, provide personal financial advice and help employees better understand their workplace retirement and compensation plans.
Please reach out to me if you want to be sure your financial house is in order or if you want help preparing for retirement. I look forward to connecting with you! #Finance #Oppenheimer #WealthManagement #SanFrancisco

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Mike Malik, CIMA®, CRPC®
Mike Malik, CIMA®, CRPC®, photo 1
Mike Malik, CIMA®, CRPC®, photo 2
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Experience

Chief Marketing Officer at Cirium (2018 - Present)
Member - Board of Advisors at Aerobrand (2012 - Present), Executive Advisor at The Rossch Group (April 2012 - August 2018), Chief Commercial Officer - UBM Aviation at UBM plc (2010 - 2012), President at Aloha Air Cargo (2008 - 2010)

Education

Harvard Business School Executive Education, Columbia Business School, Bachelor of Technology from Loughborough University, Master of Science from Cranfield University

Location

San Francisco Bay Area