Mike Gandy (Sr. Mentor)
BIO
I’m pleased to be involved with Pro-Forma Futures to share my 25+ years background with those who can benefit from a diverse financial background.
I initially started my career working for a small CPA firm doing both tax and audit services, and became a Certified Public Accountant (CPA) in California. After leaving public accounting, I worked in the operations team for two large asset managers in California (Capital Group, parent company of the American Funds), and New York (Goldman Sachs Asset Management). I’ve worked for a small Registered Investment Advisors, and a boutique Asset Manager doing institutional sales. I’ve worked at BNY Mellon in San Francisco and London in the beta and transition management team providing services to institutional clients, foundations/endowments and sovereign wealth funds. I had a great experience working for the world’s largest index provider, MSCI, in their wealth advisory team in San Francisco, then spent time as an ETF Specialist at VanEck in a sales capacity across the Western United States focused on the wirehouse, regional and independent broker/dealer channel.
For my undergraduate studies, I attended the University of Southern California (USC) and earned dual Bachelor of Science degrees in both Accountancy and Business Administration, and earned my MBA at the Marshall School of Business at the University of Southern California.
In my career, I’ve always embraced ways to provide support to those who can benefit from my experience and background. I’ve had the good fortune of participating on the Board of Directors for the CFA Society of San Francisco, as well as for the Bay Area Financial Education Foundation. I’m a believer in ‘paying it forward’.
If I can provide assistance, please reach out to proformafutures@gmail.com and the team will coordinate a call.
EXPERIENCE
Asset Management, Investment Sales, and Wealth Management
INDUSTRY (CURRENT)
Investment Services
FIRM (CURRENT)
In Transition
INDUSTRY (PRIOR)
Investment Services
FIRM (PRIOR)
VanEck Securiti3es
EMAIL
proformafutures@gmail.com
