Michael Hatch Email & Phone Number
Sr. Vice President and Wealth Advisor @ Sequoia Financial Group
5 free lookup(s).
Michael Hatch Location
- Pasadena, CA, US
Michael Hatch Work
- 2025 - now Sr. Vice President and Wealth Advisor @
- 2019 - 2025 Financial Advisor, Principal and Owner @
- 1998 - 2022 Registered Principal, Licensed Broker @ LPL Financial LLC
- 2000 - 2019 Financial Advisor, Principal and Owner @
- 1998 - 2019 Financial Advisor and Principal @ LPL Financial
- 1998 - 2015 Financial Advisor and Principal @ LPL Financial
- 1998 - 2015 Financial Advisor and Principal @ LPL Financial
- 1983 - 1988 Management Development @
Michael Hatch Education
- Southwestern Law School
J.D. (Tax, Corporate Finance, Estate Planning)
1995 - 1999 - Thunderbird School of Global Management
MBA (International Finance)
1988 - 1989 - Kettering University
B.S. Business Administration (Finance, Operations)
1983 - 1988
Michael Hatch Skills
- Series 7
- Series 24
- Investment Advisory
- Financial Analysis
- Personal Tax Planning
- Estate Planning
- Estate Tax Planning
- Charitable Gift Planning
- Charitable Trusts
- Real Estate Economics
- Cash Flow Forecasting
- Insurance Planning
- College Savings Plans
- Project Management
- Real Estate
- Program Management
- Microsoft Excel
- Public Speaking
- Investment Management
Michael Hatch Summary
- Michael Hatch, based in Pasadena, CA, US, is currently a Sr. Vice President and Wealth Advisor at Sequoia Financial Group. Michael Hatch brings experience from previous roles at Sterling Financial Group, Inc., LPL Financial LLC, The Sterling Group and LPL Financial. Michael Hatch holds a 1995 - 1999 J.D. in Tax, Corporate Finance, Estate Planning @ Southwestern Law School. With a robust skill set that includes Series 7, Series 24, Investment Advisory, Financial Analysis, Personal Tax Planning and more. Michael Hatch has 4 emails and 2 mobile phone numbers on RocketReach.
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Top Sequoia Financial Group Employees
Nick Betro
Vice President, Head of Marketing
Cleveland, OH, US
Norm Cook
Executive Vice President Corporate Development
Columbus, OH, US
Kelley Grace
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Norman, OK, US
Adam Hoffmann
Vice President, Portfolio Manager
Minneapolis, MN, US
Nick Zamparelli
Chief Investment Officer
Berwyn, PA, US
Chris Creahan
Senior Vice President
Akron, OH, US
Thomas Haught
Chairman, CEO and President
Cleveland, OH, US
Tom Haught
President
Akron, OH, US
Trevor Chuna
Chief Technology Officer
Akron, OH, US
Al Kantra
Wealth Advisory Consultant
Cleveland, OH, US
Matthew Dunn
Chief Compliance Officer
Cleveland, OH, US
Justin Stets
EVP, Head of Integrated Wealth Services
Northfield, MN, US
James Hargadon
Vice President, Head of Manager Research
Philadelphia, PA, US
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