Assistant Service Manager @ (May 2023 - December 2024)
Sales Specialist @ The Champion Group, Inc (March 2022 - May 2023)
Advanced Broker @ (May 2020 - December 2021)
Licensed Investment Operations Specialist @ (January 2014 - May 2020)
Asset Management Consultant @ Advisors Asset Management, Inc. (April 2012 - January 2014)
Partner @ NAVCAP | NAV Capital Partners, LLC (October 2011 - January 2012)
Internal WholeSale Distribution @ (January 2007 - July 2011)
Account Specialist @ (October 2000 - January 2006)
Michael Epley Education
The University of Texas at San Antonio
Accounting and Finance (Accounting and Finance)
1989-1991
Texas A&M University-San Antonio
Bachelor of Business Administration - BBA (Finance, General)
2019
Colorado State University Global
Business Administration and Management (General)
2015
Michael Epley Skills
Bonds
Asset Management
Financial Modeling
Investments
Marketing
Series 7
Wealth Management
Mutual Funds
Strategy
Fixed Income
Equities
Securities
Alternative Investments
Strategic Planning
Portfolio Management
Series 63
Account Management
Michael Epley Summary
Michael Epley, based in San Antonio, TX, US, is currently a Customer Relations Manager at Cavender Auto Family. Michael Epley brings experience from previous roles at Sewell Automotive Companies, The Champion Group, Inc, Charles Schwab and USAA. Michael Epley holds a 1989 - 1991 Accounting and Finance in Accounting and Finance @ The University of Texas at San Antonio. With a robust skill set that includes Bonds, Asset Management, Financial Modeling, Investments, Marketing and more. Michael Epley has 1 emails on RocketReach.
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