Michael Mertz Email & Phone Number
SVP and General Counsel @ U.S. Retirement & Benefits Partners
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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
- 401k
- Asset Allocation
- Employee Benefits
- Financial Services
- Fixed Annuities
- Insurance
- Investments
- Mutual Funds
- Pensions
- Relationship Management
- Retirement
- Retirement Planning
- Securities
- Series 6
- Series 63
- Series 7
- Vendor Management
- Wealth Management
- Corporate Law
- Business Development
- 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 401k, Asset Allocation, Employee Benefits, Financial Services, Fixed Annuities and more. Michael Mertz has 1 emails and 2 mobile phone numbers on RocketReach.
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