Marissa Halchak Email & Phone Number
Senior Vice President, Regional Director @ Mutual of America
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Marissa Halchak Location
- Nashville, TN, US
Marissa Halchak Work
- Senior Vice President, Regional Director @ (March 2025 - Present)
- VP, Regional Financial Consultant @ (March 2021 - March 2025)
- Associate Wealth Advisor @ Kraft Asset Management, LLC (February 2018 - March 2021)
- Registered Financial Assistant @ (March 2012 - December 2017)
- Portfolio Analyst and Processing and Servicing @ Coury Financial Group, LP (January 2010 - January 2012)
- Provider Systems Information Administrator @ (January 2009 - December 2009)
Marissa Halchak Education
- Robert Morris University
Bachelor’s Degree (Actuarial Science)
2004-2008 - Robert Morris University
Applied Mathematics
2004-2008
Marissa Halchak Skills
- 529 Plans
- Accident and Health insurance
- Alternative Investments
- Analytical Skills
- Asset Management
- Bonds
- Education Planning
- Estate Planning
- Finance
- Financial Planning
- Insurance
- Investment Advisory
- Investments
- Life & Fixed Annuities
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Retirement Savings
- Risk Management
- Securities
- Series 66
- Series 7
- Stocks
- Strategic Planning
- Teamwork
- Variable Life/Variable Annuities
- Wealth Management
- Wealth Management Services
Marissa Halchak Summary
- Marissa Halchak, based in Nashville, TN, US, is currently a Senior Vice President, Regional Director at Mutual of America Financial Group. Marissa Halchak brings experience from previous roles at Mutual of America Financial Group, Kraft Asset Management, LLC, HEFREN-TILLOTSON, INC. and Coury Financial Group, LP. Marissa Halchak holds a 2004 - 2008 Bachelor’s Degree in Actuarial Science @ Robert Morris University. With a robust skill set that includes 529 Plans, Accident and Health insurance, Alternative Investments, Analytical Skills, Asset Management and more. Marissa Halchak has 3 emails and 2 mobile phone numbers on RocketReach.
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