Michael Borrelli Email & Phone Number
Account Executive II
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Michael Borrelli Location
- Bethesda, MD, US
Michael Borrelli Work
- Account Executive II @ Principal Financial Group (November 2010 - Present)
- Financial Advisor @ (August 2008 - August 2011)
Michael Borrelli Education
- University of Maryland - Robert H. Smith School of Business
Bachelor's (Finance)
Michael Borrelli Skills
- Executive Benefit Strategies
- Qualified Retirement Plans
- 403 b
- Pension Plans
- Deferred Compensation Plans
- Investments
- Sep and Simple Iras
- Asset Management
- Deferred Compensation
- 401k
- Tax Exempt Plans
- Series 66
- Defined Benefit
- 401k Retirement Savings Plans
- Retirement Planning
- Financial Services
- 403b
- Defined Benefit Plans
- Series 7
- 401 Retirement Savings Plans
Michael Borrelli Summary
- Michael Borrelli, based in Bethesda, MD, US, is currently a Account Executive II at Principal Financial Group. Michael Borrelli brings experience from previous roles at Wells Fargo Advisors, LLC. Michael Borrelli holds a Bachelor's in Finance @ University of Maryland - Robert H. Smith School of Business. With a robust skill set that includes Executive Benefit Strategies, Qualified Retirement Plans, 403 b, Pension Plans, Deferred Compensation Plans and more. Michael Borrelli has 1 mobile phone numbers on RocketReach.
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