Michael Dunn Email & Phone Number
Wealth Solutions Managing Director @ BakerAvenue Wealth Management
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Michael Dunn Location
- San Clemente, CA, US
Michael Dunn Work
- 2025 -now Wealth Solutions Managing Director @
- 2022 -2025 Director of Wealth Solutions @
- 2016 -2021 Vice President, Region Manager @ U.S. Bancorp Investments, Inc.
- 2016 -2016 Senior Director of Sales @
- 2015 -2016 Director @
- 2013 -2015 Senior Vice President, Area Sales Manager @
- 2009 -2013 Senior Vice President, Regional Brokerage Manager @
- 2006 -2009 Vice President, Regional Sales Manager @
- 2001 -2006 Vice President, Sales Development Manager @
- 1999 -2001 Financial Consultant @
- 1993 -1999 Financial Advisor @
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
- Financial Services
- Strategic Financial Planning
- High Net Worth Individuals
- Banking
- Sales Management Coaching
- Risk Management
- Great Motivator
- Business Development
- Securities
- Financial Analysis
- Asset Management
- Mortgage Lending
- Relationship Building
- Collaborative Problem Solving
- Relationship Management
- Strategic Planning
- Wealth
- Asset Managment
- Management
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 3 emails and 2 mobile phone numbers on RocketReach.
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