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
- Managing Director- West Divsional Distribution at StepStone Private Wealth @ (March 2025 - Present)
- Vice President Four Corners Regional Director @ (February 2011 - July 2020)
- Director - Western Divisional @ (October 2022 - Present)
- Director- Rocky Mountain Territory @ (July 2020 - February 2026)
- Wholesaler- Western RVP @ (May 2007 - February 2011)
- Senior Account Executive @ (January 2006 - April 2007)
- Store Manager @ Chili's Bar & Grill (June 2000 - December 2005)
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 Altegris, StepStone Private Wealth 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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