2010 -
2014 Sr. Wealth Planning Strategist, The Private Bank @
1994 -
2009 Partner, VP - Counseling @
Michael Mongin Education
Albany Law School
Juris Doctor (Investment Mgmt, Estate Planning, Wealth Transfer, Business Succession, Tax, Philanthropy)
1991
-
1994
Hartwick College
B.A. (Political Science, Business Management)
1987
-
1991
Michael Mongin Summary
Michael Mongin, based in Naples, FL, US, is currently a Senior Vice President, at Moran Wealth Management at Moran Wealth Management®. Michael Mongin brings experience from previous roles at GenSpring - SunTrust Private Wealth, Wells Fargo and Ayco, a Goldman Sachs Company. Michael Mongin holds a 1991 - 1994 Juris Doctor in Investment Mgmt, Estate Planning, Wealth Transfer, Business Succession, Tax, Philanthropy @ Albany Law School. Michael Mongin has 1 emails and 1 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.