Michael Burnett Email & Phone Number
Technical Sales Representative - Account Manager @ Thomas Willcox Company Inc
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Michael Burnett Location
- Philadelphia, PA, US
Michael Burnett Work
- 2019 -now Technical Sales Representative - Account Manager @
- 2018 -2019 Financial Advisor @ The Stanley-Laman Group, Ltd.
- 2017 -2018 Internal Account Executive @
- 2016 -2017 Financial Advisor @
- 2015 -2016 Portfolio Implementation Associate @
- 2013 -2015 Client Relationship Associate- Education Savings Group @
- 2013 -2013 Client Relationship Associate @
- 2012 -2012 Management Clerk @
Michael Burnett Education
- Indiana University of Pennsylvania 2006-2010
Michael Burnett Skills
- Relationship Management
- Series 7
- Series 63
- Mutual Funds
- Customer Service
- Project Management
- Investments
- Financial Services
- Analysis
- Strategic Planning
- Portfolio Management
- Asset Management
- Asset Allocation
- Marketing
- Banking
- CRM
- Finance
- Leadership
- Microsoft Excel
- Axys
- Risk Assessment
- Retail Brokerage
- Internal Audit
- Communication
- 529 Plans
- Series 65
- Presentation Skills
- Team Building
- Customer Relationship Management Crm
- Consulting
- Social Media
- Public Speaking
- Brand Development
- Vanguard Technology Systems
- Account Management
- Sales
- Financial Planning
- Microsoft PowerPoint
- Financial Modeling
- Sei Advisor Platform
- Business Development
- Negotiation
- Territory Management
- Microsoft Office
- Relationship Building
- Microsoft Word
- Operations Management
- Portfolio Development
- Microsoft Dynamics CRM
- Event Management
- Training
- Time Management
- Financial Analysis
- Process Implementation
- Business Process Improvement
- Attention To Detail
- Teamwork
- Research
- Trading
- Problem Solving
- Organization Skills
- Salesforce CRM
- Customer Relationship Management
Michael Burnett Summary
- Michael Burnett, based in Philadelphia, PA, US, is currently a Technical Sales Representative - Account Manager at Thomas Willcox Company, Inc.. Michael Burnett brings experience from previous roles at The Stanley-Laman Group, Ltd., SEI and Vanguard. Michael Burnett holds a 2006 - 2010 Indiana University of Pennsylvania. With a robust skill set that includes Relationship Management, Series 7, Series 63, Mutual Funds, Customer Service and more. Michael Burnett has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Thomas Willcox Company Inc Employees
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Michael Burnett
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Philadelphia, PA, US
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