Jon-Michael Plennert Email & Phone Number
Investment Advisor @ Indiana Trust Wealth Management
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Jon-Michael Plennert Location
- Mishawaka, IN, US
Jon-Michael Plennert Work
- Investment Advisor @ (August 2014 - Present)
- Financial Advisor @ (August 2013 - August 2014)
- Fund Accountant @ (May 2011 - August 2013)
- Premium Financial Representative @ (June 2007 - April 2011)
Jon-Michael Plennert Education
- Miami University
Bachelor of Science in Business (Finance)
2003-2007
Jon-Michael Plennert Skills
- Fixed Annuities
- Bonds
- Stock Market
- Interest Rate Swaps
- Stock Trading
- Derivatives
- Investments
- Bloomberg
- Variable Annuities
- Finance
- Excel
- Fund Accounting
- Equity Indexed Annuities
- Financial Services
- Mutual Funds
- Stock Research
- Stocks
- Microsoft Excel
- Options Strategies
- Certified Financial Planner
- Licensed Life And Health Insurance Agent
- Trading Systems
- Trading
- Services
- Options
- Series 7
- Securities
Jon-Michael Plennert Summary
- Jon-Michael Plennert, based in Mishawaka, IN, US, is currently a Investment Advisor at Indiana Trust Wealth Management. Jon-Michael Plennert brings experience from previous roles at The Financial Resource Group, Northern Trust and Fidelity Investments. Jon-Michael Plennert holds a 2003 - 2007 Bachelor of Science in Business in Finance @ Miami University. With a robust skill set that includes Fixed Annuities, Bonds, Stock Market, Interest Rate Swaps, Stock Trading and more. Jon-Michael Plennert has 2 emails and 1 mobile phone numbers on RocketReach.
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Jon-Michael Plennert
Investment Advisor
Mishawaka, IN, US
Top Indiana Trust Wealth Management Employees
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Edward Huffman
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Jon-Michael Plennert
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Mishawaka, IN, US
Jay Gosselin
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South Bend, IN, US
Victoria Lamprakes
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Robert Rountree
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Naomi Hall
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Kathy Clark
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Susan Cybulski
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Ian Forte
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Janelle Phelps
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Jennifer Sailor
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