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Michael Mertz Location
Woodbridge Township, NJ, US
Michael Mertz Work
SVP and General Counsel @ (June 2008 - Present)
EVP @ Citistreet (January 2001 - January 2008)
EVP @ CitiStreet (formerly Citigroup / State Street's retirement business) (January 2001 - January 2008)
Michael Mertz Education
St. John's University School of Law
Juris Doctor
1972-1976
Queens College of the City University of NY
Bachelors (Poloitical Science)
1966-1970
Michael Mertz Skills
Relationship Management
Vendor Management
Retirement Planning
Mutual Funds
Insurance
Fixed Annuities
Series 63
Asset Allocation
Corporate Law
Series 7
401k
Securities
Employee Benefits
Investments
Wealth Management
Retirement
Business Development
Financial Services
Series 6
Pensions
Microsoft Excel
Michael Mertz Summary
Michael Mertz, based in Woodbridge Township, NJ, US, is currently a SVP and General Counsel at U.S. Retirement & Benefits Partners. Michael Mertz brings experience from previous roles at Citistreet and CitiStreet (formerly Citigroup / State Street's retirement business). Michael Mertz holds a 1972 - 1976 Juris Doctor @ St. John's University School of Law. With a robust skill set that includes Relationship Management, Vendor Management, Retirement Planning, Mutual Funds, Insurance and more. Michael Mertz has 1 emails and 2 mobile phone numbers on RocketReach.
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