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Michael Barna Location
Chester, NJ, US
Michael Barna Work
2017 -now Senior Resident Director, Vice President @
2013 -2017 Financial Advisor @
1989 -2012 Executive Vice President @ Burnham Securities Inc.
Michael Barna Education
Seton Hall University
Bachelor's Degree
1979-1983
Michael Barna Skills
Estate and Retirement Planning Services
Wine
Wealth and Retirement Planning
Philanthropic Planning Strategies
Client Relationship Building
Business Exit Strategies
Networking
LGBT wealth planning
Customized Investment Strategies
College Education Planning
Business Retirement Plans
Baseball
Golfer
Financial Advisor
Estate and Wealth Planning Services
Goals Based Asset Management
Corporate Retirement Plans
Risk Management
Estate Planning Strategies
Executive Services
Divorce Wealth Management Planning
Non-Profit Wealth Advising
Company Retirement Plans
Microsoft Office
Microsoft Word
Project Management
Business Development
Marketing
Research
Financial Analysis
Treasury
Investments
Capital Markets
Leadership
Health and Wellness
Non Profit Wealth Advising
Michael Barna Summary
Michael Barna, based in Chester, NJ, US, is currently a Senior Resident Director, Vice President at Merrill Lynch Wealth Management. Michael Barna brings experience from previous roles at Morgan Stanley and Burnham Securities Inc.. Michael Barna holds a 1979 - 1983 Bachelor's Degree @ Seton Hall University. With a robust skill set that includes Estate and Retirement Planning Services, Wine, Wealth and Retirement Planning, Philanthropic Planning Strategies, Client Relationship Building and more. Michael Barna has 2 emails and 1 mobile phone numbers on RocketReach.
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