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Michael Leen Location
Downingtown, PA, US
Michael Leen Work
2025 -now Vice President Trust Officer @
1999 -2024 Relationship Manager @
Michael Leen Education
Villanova University
BS (Business Administration)
Michael Leen Skills
Series 63
Series 7
Series 65
Series 24
Mutual Funds
401k
Wealth Management
Alternative Investments
Asset Allocation
Bloomberg Terminal
Bloomberg
Equities
Investments
Retirement
Retirement Planning
Marketing
Management
Microsoft Word
Strategic Planning
Microsoft Excel
Financial Analysis
Michael Leen Summary
Michael Leen, based in Downingtown, PA, US, is currently a Vice President Trust Officer at First State Trust Company. Michael Leen brings experience from previous roles at Vanguard. Michael Leen holds a BS in Business Administration @ Villanova University. With a robust skill set that includes Series 63, Series 7, Series 65, Series 24, Mutual Funds and more. Michael Leen has 6 emails and 1 mobile phone numbers on RocketReach.
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