Michael Dunn Email & Phone Number
Wealth Solutions Managing Director @ BakerAvenue Wealth Management
Michael Dunn Location
San Clemente, CA, US
Michael Dunn Work
- 2025 - now Wealth Solutions Managing Director @ BakerAvenue Wealth Management
- 2022 - 2025 Director of Wealth Solutions @ BakerAvenue Wealth Management
- 2016 - 2021 Vice President, Region Manager @ U.S. Bancorp Investments, Inc.
- 2016 - 2016 Senior Director of Sales @ SnapRoute (Acquired by Infoblox)
- 2015 - 2016 Director @ Fidelity Investments
- 2013 - 2015 Senior Vice President, Area Sales Manager @ Wells Fargo Advisors
- 2009 - 2013 Senior Vice President, Regional Brokerage Manager @ Wells Fargo Advisors
- 2006 - 2009 Vice President, Regional Sales Manager @ Wells Fargo Advisors
- 2001 - 2006 Vice President, Sales Development Manager @ Wells Fargo Advisors
- 1999 - 2001 Financial Consultant @ Wells Fargo Advisors
Michael Dunn Education
- University of Colorado
Executive MBA (Masters Business Administration)
2007 - 2009 Bachelor of Arts (Business Management)
Michael Dunn Skills
- Investments
- Financial Advisory
- Wealth Management
- Finance
- Mutual Funds
- Leadership
- Retirement Planning
- Portfolio Management
- Series 7
- Insurance
Michael Dunn Summary
Michael Dunn, based in San Clemente, CA, US, is currently a Wealth Solutions Managing Director at BakerAvenue Wealth Management. Michael Dunn brings experience from previous roles at BakerAvenue Wealth Management, U.S. Bancorp Investments, Inc., SnapRoute, Inc. and Fidelity Investments. Michael Dunn holds a 2007 - 2009 Executive MBA in Masters Business Administration @ University of Colorado. With a robust skill set that includes Investments, Financial Advisory, Wealth Management, Finance, Mutual Funds and more. Michael Dunn has 2 emails and 2 mobile phone numbers on RocketReach.
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Top BakerAvenue Wealth Management Employees
-
Doug Couden
Chief Investment Officer at BakerAvenue Wealth Management
San Francisco, CA, US14 -
14
-
Jerry Luff
Partner, COO at BakerAvenue Wealth Management
San Juan Capistrano, CA, US24 -
Tracy Salvador
Director Of Operations at BakerAvenue Wealth Management
San Francisco, CA, US11 -
James Hong
Investment Management, Director at BakerAvenue Wealth Management
California, United States25+ -
Simon Mayali
Director of Estate Planning at BakerAvenue Wealth Management
San Francisco, CA, US21 -
Erik Gholtoghian
Tax Planner, Director at BakerAvenue Wealth Management
Vacaville, CA, US1
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