Michael Bermel Email & Phone Number
Managing Director- West Divsional Distribution at StepStone Private Wealth @ StepStone Private Wealth
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Michael Bermel Location
- Denver, CO, US
Michael Bermel Work
- 2025 - now Managing Director- West Divsional Distribution at StepStone Private Wealth @
- 2022 - now Director - Western Divisional @
- 2020 - 2026 Director- Rocky Mountain Territory @
- 2011 - 2020 Vice President Four Corners Regional Director @
- 2007 - 2011 Wholesaler- Western RVP @
- 2006 - 2007 Senior Account Executive @
- 2000 - 2005 Store Manager @ Chili's Bar & Grill
Michael Bermel Education
- University of Colorado Boulder
Bachelor of Science (International Affairs and Business)
2000 - 2004 - ThunderRidge High School 1996 - 2000
Michael Bermel Skills
- Leadership
- Portfolio Management
- Sales
- Mutual Funds
- Finance
- Marketing
- Analysis
- Management
- Alternative Investments
- Mergers
- Sales Management
- Customer Service
- Loans
- FINRA
- SharePoint
- Event Management
- Time Management
- Microsoft Excel
- Series 7
- Asset Allocation
- Investments
- Series 63
- Investment Strategies
- Hedge Funds
- PowerPoint
- Wealth Management
- Equities
- Research
- Securities
- Asset Management
- 401k
- Financial Markets
- Financial Analysis
- Options
- Strategic Planning
- Bloomberg
- Retirement Planning
- Due Diligence
- Financial Modeling
- Financial Services
- Investment Management
- Team Building
- Mergers
Michael Bermel Summary
- Michael Bermel, based in Denver, CO, US, is currently a Managing Director- West Divsional Distribution at StepStone Private Wealth at StepStone Private Wealth. Michael Bermel brings experience from previous roles at StepStone Private Wealth, Altegris and ICON Advisers, Inc.. Michael Bermel holds a 2000 - 2004 Bachelor of Science in International Affairs and Business @ University of Colorado Boulder. With a robust skill set that includes Leadership, Portfolio Management, Sales, Mutual Funds, Finance and more. Michael Bermel has 2 emails and 1 mobile phone numbers on RocketReach.
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