Michael Baril Email & Phone Number
Vice President | Executive Planning Consultant @ Fidelity Investments
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Michael Baril Location
- Los Angeles, CA, US
Michael Baril Work
- 2018 -now Vice President | Executive Planning Consultant @
- 2017 -2018 Senior Wealth Advisor @
- 2011 -2016 Wealth Manager @
- 2009 -2011 Vice President @
- 2008 -2009 Financial Advisor @
- 2006 -2007 Vice President @
- 2002 -2006 Associate @
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
- Fixed Income
- Investment Management
- Asset Allocation
- Investment Advisory
- Series 7
- Retirement Planning
- Wealth Management
- Financial Planning
- Mutual Funds
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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