Anna Michaelson Email & Phone Number

SVP Wealth Market Leader @ Key Investment Services

5 free lookup(s).

Anna Michaelson Location

Westerville, OH, US

Anna Michaelson Work

2025 - now SVP Wealth Market Leader @ Key Investment Services
2024 - 2025 Head of Sales and Distribution,VP @ Continental General
2022 - 2024 VP Regional Sales Manager PNC Investments @ PNC Investments

2019 - 2022 Regional Director @ Benefit Bank Distributors
2017 - 2019 SR Wealth Management Client Advisor and VP @ PNC
2012 - 2017 Regional Marketing Director @ Lincoln Financial Group
View Department
2010 - 2012 VP Internal Sales Manager @ J.P. Morgan
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2006 - 2010 VP Sales Manager @ Huntington Investment Company
2004 - 2006 VP Sales Manager @ Citizens
View Department
2004 - 2004 Wholesaler @ Banc One Insurance

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Anna Michaelson Education

Marshall University
(Banking and Finance)
1992 - 1995
Otterbein University
: “Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC” (Organizational Communication)
2019
Leaders Group
2019

Anna Michaelson Skills

Series 7
Series 63
Mutual Funds

Banking
Series 24
Wealth Management
Series 6
Portfolio Management
Loans
Uniform Combined State Law

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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 1 mobile phone numbers on RocketReach.

Anna Michaelson Emails

Found 1 emails

@yahoo.com

Anna Michaelson Phone Numbers

Found 6 phone numbers

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