Jon Pickelman Email & Phone Number
Market Director and Relationship Manager @ Tri-Star Trust
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Jon Pickelman Location
- Saginaw, MI, US
Jon Pickelman Work
- 2014 -now Market Director and Relationship Manager @
- 2013 -2014 Wealth Advisor Assistant @ Potter Financial Group
- 2012 -2013 Intern @
- 2011 -2011 Insurance Intern @
Jon Pickelman Education
- Campbell University
Master of Trust and Wealth Management (MTWM) (Trust and Wealth Management)
2012-2013 - Central Michigan University
Bachelor of Science in Business Administration (B.S.B.A.) (Double Major: Personal Financial Planning and Economics)
2008-2012
Jon Pickelman Skills
- Estate Planning
- PowerPoint
- Social Media
- Public Speaking
- Personal Tax Planning
- Insurance
- Retirement Planning
- Financial Modeling
- Claim
- Outlook
- Microsoft Office
- Microsoft Word
- Risk Management
- Microsoft Excel
- Marketing
- Customer Service
- Budgets
- Teamwork
- Analysis
- Investment Management
- Access
Jon Pickelman Summary
- Jon Pickelman, based in Saginaw, MI, US, is currently a Market Director and Relationship Manager at Tri-Star Trust Bank. Jon Pickelman brings experience from previous roles at Potter Financial Group, Trust Company of the South and Frankenmuth Insurance. Jon Pickelman holds a 2012 - 2013 Master of Trust and Wealth Management (MTWM) in Trust and Wealth Management @ Campbell University. With a robust skill set that includes Estate Planning, PowerPoint, Social Media, Public Speaking, Personal Tax Planning and more. Jon Pickelman has 1 emails and 2 mobile phone numbers on RocketReach.
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