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