Michael Cowles Email & Phone Number
Financial Advisor @ Janney Montgomery Scott LLC
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Michael Cowles Location
- Slingerlands, NY, US
Michael Cowles Work
- Financial Advisor @ (May 2016 - Present)
- Financial Advisor @ (May 2010 - May 2016)
- Wealth Specialist @ Key Bank (August 2000 - February 2009)
- Financial Advisor @ Mass Mutual (April 1992 - August 2000)
- Tax Accountant @ General Electric (December 1989 - April 1992)
- Tax Accountant @ EG&G Inc (December 1986 - December 1989)
Michael Cowles Education
- Bryant University
Masters Degree (Taxation)
1987-1990 - Bentley University
Bachelor's degree Accounting
1980-1984
Michael Cowles Skills
- Series 63
- Financial Analysis
- Strategic Financial Planning
- Mergers
- Financial Reporting
- Asset Allocation
- Mutual Funds
- Financial Advisory
- Securities
- Asset Managment
- Retirement
- Wealth Management Services
- 401k
- Mergers & Acquisitions
- Wealth
- Small Business
- Financial Planning
- Succession Planning
- Retirement Planning
- Asset Management
- Tax
- Investments
- Finance
- Portfolio Management
- Alternative Investments
- Estate Planning
- Pensions
- Wealth Accumulation
- Fixed Annuities
- Strategic Financial
- Corporate Tax
- General Electric
- Mergers and Acquisitions
- Leadership
- Wealth Management
- Banking
Michael Cowles Summary
- Michael Cowles, based in Slingerlands, NY, US, is currently a Financial Advisor at Janney Montgomery Scott LLC. Michael Cowles brings experience from previous roles at Merrill Lynch Global Wealth Management, Key Bank, Mass Mutual and General Electric. Michael Cowles holds a 1987 - 1990 Masters Degree in Taxation @ Bryant University. With a robust skill set that includes Series 63, Financial Analysis, Strategic Financial Planning, Mergers, Financial Reporting and more. Michael Cowles has 3 emails and 2 mobile phone numbers on RocketReach.
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