Michael Germano Email & Phone Number
Senior Vice President - Wealth Manager @ Steward Partners Global Advisory
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Michael Germano Location
- Philadelphia, PA, US
Michael Germano Work
- Senior Vice President - Wealth Manager @ (March 2017 - Present)
- Vice President - Wealth Management, Financial Advisor @ (January 2006 - March 2017)
- Vice President @ Citigroup Citi Personal Wealth Management (January 2006 - March 2017)
- Financial Advisor @ (June 2006 - December 2006)
- Registered Representative and Licensed Insurance Agent @ (March 2003 - June 2005)
- Assistant Program Manager @ Mbi (August 2002 - March 2003)
- Employee #6 @ (January 2000 - January 2001)
Michael Germano Education
- University of Pennsylvania
Bachelor Of Science In Engineering (Economics, Management, Legal Studies)
1997-2002 - Dunmore High School
Michael Germano Skills
- Estate Planning
- Retirement Planning
- Credit
- Wealth Management
- Finance
- Due Diligence
- Banking
- Private Equity
- Investments
- Portfolio Management
- Financial Modeling
- Insurance
- Syndicate
- Real Estate Investor
- Real Estate Development
- Strategic Financial Planning
- Life Insurance
- Fixed Income Portfolio Management
- Bonds
- Municipal Bonds
- Capital Markets
- Hedge Funds
- Wealth Management Services
- Financial Advisory
- Securities
- Investment Management
- Series 7
- Equities
- Wealth
- Series 63
- Mutual Funds
- Alternative Investments
- Investment Advisory
- Separately Managed Accounts
- ETFs
- Financial Services
- Investment Strategies
- Asset Management
- Series 65
- Bloomberg
- Uniform Combined State Law
- Financial Planners
- Financial Planning
- Trading
- High Net Worth Individuals
Michael Germano Summary
- Michael Germano, based in Philadelphia, PA, US, is currently a Senior Vice President - Wealth Manager at Steward Partners Global Advisory. Michael Germano brings experience from previous roles at Citi, Citigroup Citi Personal Wealth Management, Jpmorgan Chase & Co. and Northwestern Mutual. Michael Germano holds a 1997 - 2002 Bachelor Of Science In Engineering in Economics, Management, Legal Studies @ University of Pennsylvania. With a robust skill set that includes Estate Planning, Retirement Planning, Credit, Wealth Management, Finance and more. Michael Germano has 2 emails and 1 mobile phone numbers on RocketReach.
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