Manager - Wealth Advisor @ (March 2024 - June 2025)
Associate Wealth Advisor @ (August 2021 - March 2024)
Associate Financial Consultant @ (February 2020 - July 2021)
Financial Consultant Academy - Cohort Trainee @ (June 2018 - January 2020)
Team Member @ (June 2017 - July 2017)
Micah Dean Education
Purdue University
Finance and Financial Management Services
2014-2018
Micah Dean Skills
Access
Asset Allocation
Communication
Community Outreach
Critical Thinking
Customer Service
Event Planning
Fundraising
Investments
Leadership
Management
Mathematics
Microsoft Excel
Microsoft Office
Microsoft Word
Peer Education
PowerPoint
Public Speaking
Small Talk
Social Media
Social Networking
Sports
Sports Statistics
Strategic Planning
Teaching
Team Leadership
Teamwork
Time Management
Wealth Management
Micah Dean Summary
Micah Dean, based in Indianapolis, IN, US, is currently a Sr. Manager - Wealth Advisor at Charles Schwab. Micah Dean brings experience from previous roles at Charles Schwab. Micah Dean holds a 2014 - 2018 Finance and Financial Management Services @ Purdue University. With a robust skill set that includes Access, Asset Allocation, Communication, Community Outreach, Critical Thinking and more. Micah Dean has 2 emails and 1 mobile phone numbers on RocketReach.
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