Michael Haun Email & Phone Number
Wealth Management Advisor, Vice President @ Merrill Lynch
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Michael Haun Location
- York, PA, US
Michael Haun Work
- 2020 -now Wealth Management Advisor, Vice President @
- 2012 -2020 Vice President, Investment Strategist and Team Leader @ PeoplesBank, A Codorus Valley Company
- 2008 -2012 Assistant Portfolio Officer @ BNY Mellon Wealth Management
- 2006 -2008 Analyst, Management Training Program @
Michael Haun Education
- Pennsylvania State System of Higher Education
Bachelor's Degree
2002-2006
Michael Haun Skills
- Portfolio Management
- Wealth Management
- Investments
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Investment Strategies
- Asset Management
- Financial Analysis
- Investment Management
- Financial Advisory
- Equities
- Private Banking
- Finance
- Wealth
- Estate Planning
- Alternative Investments
- Securities
- Fixed Income
- Proactive Communication
Michael Haun Summary
- Michael Haun, based in York, PA, US, is currently a Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management. Michael Haun brings experience from previous roles at PeoplesBank, A Codorus Valley Company, BNY Mellon Wealth Management and Fulton Financial Corporation. Michael Haun holds a 2002 - 2006 Bachelor's Degree @ Pennsylvania State System of Higher Education. With a robust skill set that includes Portfolio Management, Wealth Management, Investments, Asset Allocation, Mutual Funds and more. Michael Haun has 1 emails and 1 mobile phone numbers on RocketReach.
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