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
- 2014 -now Investment Advisor @
- 2013 -2014 Financial Advisor @
- 2011 -2013 Fund Accountant @
- 2007 -2011 Premium Financial Representative @
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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Others Named Jon-Michael Plennert
Jon-Michael Plennert
Investment Advisor
Mishawaka, IN, US
Top Indiana Trust Wealth Management Employees
Martin Hillery
Vice President and Trust Administrator
Muncie, IN, US
Barb Fox
Vice President, Director of Operations
Mishawaka, IN, US
Karen Nevorski
Wealth Advisor
South Bend, IN, US
Rob Santoni
Vice President, Investment Advisor
Muncie, IN, US
Tammera Wine
Director of Marketing and Community Relations
Mishawaka, IN, US
Edward Huffman
Vice President and Senior Trust Officer
Muncie, IN, US
Jon-Michael Plennert
Investment Advisor
Mishawaka, IN, US
Robert Rountree
Member Board of Directors
Granger, IN, US
Kathy Clark
Fiduciary Tax Manager
Granger, IN, US
Janelle Phelps
Senior Accountant
La Porte, IN, US
Jennifer Sailor
CFOO
Mishawaka, IN, US
Noelle Leszczynski
Trust Administrative Associate
Granger, IN, US
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