Anna Michaelson Email & Phone Number
SVP Wealth Market Leader @ Key Investment Services
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Anna Michaelson Location
- Westerville, OH, US
Anna Michaelson Work
- SVP Wealth Market Leader @ (August 2025 - Present)
- Head of Sales and Distribution,VP @ (September 2024 - May 2025)
- VP Regional Sales Manager PNC Investments @ PNC Investments (June 2022 - September 2024)
- Regional Director @ Benefit Bank Distributors (January 2019 - July 2022)
- SR Wealth Management Client Advisor and VP @ (October 2017 - January 2019)
- Regional Marketing Director @ (September 2012 - October 2017)
- VP Internal Sales Manager @ (August 2010 - September 2012)
- VP Sales Manager @ Huntington Investment Company (April 2006 - August 2010)
- VP Sales Manager @ (August 2004 - April 2006)
- Wholesaler @ Banc One Insurance (January 2004 - January 2004)
- Internal Wholesaler @ One Group (January 1999 - January 2003)
Anna Michaelson Education
- Marshall University
(Banking and Finance)
1992-1995 - Leaders Group
: “Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC” (Investments and Securities)
2019 - Otterbein University
(Organizational Communication)
Anna Michaelson Skills
- Series 7
- Series 63
- Mutual Funds
- Banking
- Series 24
- Wealth Management
- Series 6
- Portfolio Management
- Loans
- Uniform Combined State Law
- Investments
- Insurance
- Relationship Management
- Sales Management
- Financial Advisory
- 401k
- FINRA
- Risk Management
- Securities
- Sales
- Life Insurance
- Project Management
- Business Development
- Public Speaking
- Strategic Planning
Anna Michaelson Summary
- Anna Michaelson, based in Westerville, OH, US, is currently a SVP Wealth Market Leader at Key Investment Services. Anna Michaelson brings experience from previous roles at Continental General, PNC Investments, Benefit Bank Distributors and PNC. Anna Michaelson holds a 1992 - 1995 Marshall University. With a robust skill set that includes Series 7, Series 63, Mutual Funds, Banking, Series 24 and more. Anna Michaelson has 1 emails and 2 mobile phone numbers on RocketReach.
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