Michael Chance Email & Phone Number
Principal, Senior Investment Consultant | US Wealth @ Marsh
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Michael Chance Location
- Philadelphia, PA, US
Michael Chance Work
- Principal, Senior Investment Consultant | US Wealth @ (March 2024 - Present)
- Senior Investment Consultant | Institutional Advisory Services @ (June 2015 - March 2024)
- Senior Investment Analyst | Institutional Advisory Services @ (May 2013 - June 2015)
- Data Analyst | Institutional Asset Management @ (November 2010 - May 2013)
- Financial Administrator | Corporate Financial Services @ (April 2007 - November 2010)
- Fund Financial Associate | Fund Financial Services @ (July 2005 - April 2007)
Michael Chance Education
- Saint Joseph's University
Master of Science in Financial Services
2011-2014 - Saint Joseph's University
MBA
2006-2009 - Shippensburg University of Pennsylvania
BSBA (Finance / Economics)
2001-2005
Michael Chance Skills
- Asset Allocation
- Business Development
- Business Relationship Management
- Customer Relationship Management (CRM)
- Development of Strategy
- Financial Analysis
- Financial Modeling
- Financial Services
- Institutional Investments
- Investment consulting
- Investments
- Mentoring
- Mutual Funds
- Portfolio Management
- Public Speaking
- Relationship Management
- Series 63
- Thought Leadership
Michael Chance Summary
- Michael Chance, based in Philadelphia, PA, US, is currently a Principal, Senior Investment Consultant | US Wealth at Mercer. Michael Chance brings experience from previous roles at Vanguard. Michael Chance holds a 2011 - 2014 Master of Science in Financial Services @ Saint Joseph's University. With a robust skill set that includes Asset Allocation, Business Development, Business Relationship Management, Customer Relationship Management (CRM), Development of Strategy and more. Michael Chance has 2 emails and 1 mobile phone numbers on RocketReach.
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