Brad Michaelis Email & Phone Number

Executive Director, Lead Business Execution Consultant Private Wealth Portfolio Management @ Wells Fargo

5 free lookup(s).

Brad Michaelis Location

California, United States

Brad Michaelis Work

2024 - now Executive Director, Lead Business Execution Consultant Private Wealth Portfolio Management @ Wells Fargo
2022 - 2024 Senior Vice President, Business Support Consultant @ Wells Fargo
2020 - 2022 Senior Vice President, Data and Analytics Manager Investment Management Solutions @ Wells Fargo

2014 - 2020 Vice President, Data and Analytics Manager @ Wells Fargo
2010 - 2014 Vice President, Performance Analysis Manager @ Wells Fargo
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2010 - 2010 AVP, Performance Analysis Manager at Wells Fargo @ Wells Fargo
1997 - 2010 AVP, Senior Investment Performance Analyst @ Wells Fargo
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Brad Michaelis Education

Arroyo High School (San Lorenzo, California)
Chabot College
(Accountancy)

Brad Michaelis Skills

Wealth Management
Portfolio Management
Investments

Mergers & Acquisitions
Analysis
Asset Allocation
Asset Management
Fixed Income
Mutual Funds
Equities

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Brad Michaelis Summary

Brad Michaelis, based in California, United States, is currently a Executive Director, Lead Business Execution Consultant Private Wealth Portfolio Management at Wells Fargo. Brad Michaelis brings experience from previous roles at Wells Fargo. Brad Michaelis holds a Arroyo High School (San Lorenzo, California). With a robust skill set that includes Wealth Management, Portfolio Management, Investments, Mergers & Acquisitions, Analysis and more. Brad Michaelis has 2 emails and 1 mobile phone numbers on RocketReach.

Brad Michaelis Emails

Found 2 emails

Brad Michaelis Phone Numbers

Found 6 phone numbers

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Brad Michaelis

Executive Director, Lead Business Execution Consultant Private Wealth Portfolio Management at Wells Fargo

California, United States
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- wellsfargo.com
- gmail.com
5+
- +1 719-688-XXXX
- +1 510-406-XXXX
- +1 510-614-XXXX
- +1 510-278-XXXX
- +1 510-481-XXXX
- +1 510-567-XXXX

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