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
- 2025 -now SVP Wealth Market Leader @
- 2024 -2025 Head of Sales and Distribution,VP @
- 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 @
- 2012 -2017 Regional Marketing Director @
- 2010 -2012 VP Internal Sales Manager @
- 2006 -2010 VP Sales Manager @ Huntington Investment Company
- 2004 -2006 VP Sales Manager @
- 2004 -2004 Wholesaler @ Banc One Insurance
- 1999 -2003 Internal Wholesaler @ One Group
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
- 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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