Michael Cartmell Email & Phone Number
Fiduciary Advisor
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Michael Cartmell Location
- San Francisco, CA, US
Michael Cartmell Work
- Fiduciary Advisor @ SVB Private, a division of First Citizens Bank (August 2019 - Present)
- Sole Proprietorship @ Michael Cartmell TEP, CTFA (December 2018 - August 2019)
- SVP Senior Wealth Planner @ HSBC Private Bank (April 2013 - November 2018)
- Vice President and Senior Trust Officer @ Northern Trust (December 2002 - April 2013)
- Vice President and Manager @ (April 1993 - December 2002)
- Senior Vice President and Division Head, Asset Management and Trust @ Bank of San Francisco (April 1989 - April 1993)
- Vice President and Director of Fiduciary Mergers and Acquisitions @ Bank of California (November 1987 - April 1989)
- Vice President and Chief Administrative Officer, Trust and Private Banking @ (June 1979 - November 1987)
Michael Cartmell Education
- University of California, College of the Law, San Francisco (formerly UC Hastings)
Doctor of Law (JD)
Michael Cartmell Skills
- Asset Allocation
- Asset Management
- Banking
- Estate Planning
- Financial Planning
- Financial Services
- High Net Worth Individuals
- Investment Management
- Investment Strategies
- Investments
- Portfolio Management
- Private Banking
- Strategic Financial Planning
- Trust Management
- Trust Services
- Wealth
- Wealth Management
- Wealth Management Services
- Wealth Preservation Planning, Estate Planning, Fiduciary Administration
- Fiduciary Administration
- Strategy
- Management
- Microsoft Excel
- Wealth Preservation Planning
Michael Cartmell Summary
- Michael Cartmell, based in San Francisco, CA, US, is currently a Fiduciary Advisor at SVB Private, a division of First Citizens Bank. Michael Cartmell brings experience from previous roles at Michael Cartmell TEP, CTFA, HSBC Private Bank, Northern Trust and Wells Fargo. Michael Cartmell holds a Doctor of Law (JD) @ University of California, College of the Law, San Francisco (formerly UC Hastings). With a robust skill set that includes Asset Allocation, Asset Management, Banking, Estate Planning, Financial Planning and more. Michael Cartmell has 1 emails on RocketReach.
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