Michael McAleer Email & Phone Number
Regional Director | Wealth and Asset Management Solutions @ Charles Schwab
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Michael McAleer Location
- Philadelphia, PA, US
Michael McAleer Work
- 2026 - now Regional Director | Wealth and Asset Management Solutions @
- 2024 - 2026 Institutional Strategic Account Director @
- 2021 - 2024 Direct Indexing Sales Director, Personalized Solutions @
- 2020 - 2024 Defined Contribution Sales Director @
- 2019 - 2020 Regional Director, RIA, Bank Trust, Family Office Group @
- 2013 - 2019 Vice President, Business Development Officer, Retirement Business Services @
- 2009 - 2013 Vice President, Director of 401(k) Development @
- 2005 - 2008 Sales Desk Manager @
- 2000 - 2002 Financial Advisor @
Michael McAleer Education
- Penn State University
BA (Communications)
1994 - 1998 - Archbishop John Carroll High School 1989 - 1993
Michael McAleer Skills
- Retirement
- Asset Allocation
- Retirement Planning
- Portfolio Management
- Investment Management
- Financial Services
- Separately Managed Accounts
- Series 24
- Series 7
- 401k
- ERISA
- Defined Contribution
- Alternative Investments
- Asset Management
- Defined Benefit
- ETFs
- Fixed Annuities
- Investment Advisory
- Investments
- Mutual Funds
- New Business Development
- Wealth Management
- Series 63
- Series 6
- Sales
- FINRA
- Distribution
- Fiduciary Services
- 401(k) Retirement Savings Plans
- Business Services
- Capital Management
- Sales Manager
Michael McAleer Summary
- Michael McAleer, based in Philadelphia, PA, US, is currently a Regional Director | Wealth and Asset Management Solutions at Charles Schwab. Michael McAleer brings experience from previous roles at AmericanTCS and Russell Investments. Michael McAleer holds a 1994 - 1998 BA in Communications @ Penn State University. With a robust skill set that includes Retirement, Asset Allocation, Retirement Planning, Portfolio Management, Investment Management and more. Michael McAleer has 3 emails and 1 mobile phone numbers on RocketReach.
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