Michael Amberger Email & Phone Number
Senior Vice President - Financial Advisor @ CAPTRUST
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Michael Amberger Location
- Warren, NJ, US
Michael Amberger Work
- Senior Vice President - Financial Advisor @ (January 2022 - Present)
- Senior Consultant @ Portfolio Evaluations, Inc. (February 2008 - December 2021)
- Retirement Plan Consultant and Project Manager @ (January 2002 - January 2008)
- Retirement Plan Specialist @ (January 1999 - January 2002)
Michael Amberger Education
- St. John's University, The Peter J. Tobin College of Business
MBA (Finance)
- State University of New York at Oswego
BS in Business (Marketing)
Michael Amberger Skills
- 401k
- 403 b
- Asset Allocation
- Defined Benefit
- Defined Contribution
- ERISA
- Fiduciary
- Financial Services
- Fixed Annuities
- Hedge Funds
- Investments
- Mutual Funds
- Pension Funds
- Pensions
- Profit Sharing
- Qualified Retirement Plans
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Series 6
- Series 63
- Series 7
- Taft-Hartley
- Retirement Plan
Michael Amberger Summary
- Michael Amberger, based in Warren, NJ, US, is currently a Senior Vice President - Financial Advisor at CAPTRUST. Michael Amberger brings experience from previous roles at Portfolio Evaluations, Inc., First Investors Corporation and Merrill Lynch. Michael Amberger holds a MBA in Finance @ St. John's University, The Peter J. Tobin College of Business. With a robust skill set that includes 401k, 403 b, Asset Allocation, Defined Benefit, Defined Contribution and more. Michael Amberger has 2 emails and 1 mobile phone numbers on RocketReach.
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