Michael Baril Email & Phone Number
Vice President | Executive Planning Consultant @ Fidelity Investments
Michael Baril Location
Los Angeles, CA, US
Michael Baril Work
- 2018 - now Vice President | Executive Planning Consultant @ Fidelity Investments
- 2017 - 2018 Senior Wealth Advisor @ Reilly Financial Advisors
- 2011 - 2016 Wealth Manager @ USAA
- 2009 - 2011 Vice President @ J.P. Morgan
- 2008 - 2009 Financial Advisor @ Morgan Stanley
- 2006 - 2007 Vice President @ The Savoir Club - Executive Knowledge Sharing
- 2002 - 2006 Associate @ J.P. Morgan
Michael Baril Education
- University of North Texas
Bachelor's Degree (BA in Economics)
- The University of Dallas
Graduate School of Management (Center For Professional Development/ Certified Financial Planner)
Michael Baril Skills
- Equities
- Estate Planning
- Portfolio Management
- Securities
- Series 63
- Financial Advisory
- Certified Financial
- Investments
- Asset Management
- Certified Financial Planner
Michael Baril Summary
Michael Baril, based in Los Angeles, CA, US, is currently a Vice President | Executive Planning Consultant at Fidelity Investments. Michael Baril brings experience from previous roles at Reilly Financial Advisors, USAA, J.P. Morgan and Morgan Stanley. Michael Baril holds a Bachelor's Degree in BA in Economics @ University of North Texas. With a robust skill set that includes Equities, Estate Planning, Portfolio Management, Securities, Series 63 and more. Michael Baril has 2 emails and 1 mobile phone numbers on RocketReach.
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