Michael Musak Email & Phone Number
Wealth Management Consultant
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Michael Musak Location
- Marblehead, MA, US
Michael Musak Work
- Wealth Management Consultant @ Avantax (May 2025 - Present)
- Regional Director - Southeast @ Avantax (December 2021 - May 2025)
- Advisor Consultant @ (July 2018 - December 2021)
- Regional Sales Specialist - Team Leader of Independent Channel @ (June 2014 - June 2018)
- Internal Wholesaler @ (August 2013 - May 2014)
- Dealer Marketing Services @ (January 2013 - July 2013)
- Relationship Manager @ (June 2011 - October 2012)
- Retail Management Associate @ (June 2010 - June 2011)
Michael Musak Education
- Siena University
BS (Finance)
2008-2010 - Wagner College 2007-2008
Michael Musak Skills
- Credit
- Customer Service
- Event Planning
- Finance
- Financial Analysis
- Leadership
- Market Research
- Marketing
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Outlook
- PowerPoint
- Public Speaking
- Research
- Sales
- Series 6
- Series 63
- Series 66
- Series 7
- Social Media
Michael Musak Summary
- Michael Musak, based in Marblehead, MA, US, is currently a Wealth Management Consultant at Avantax. Michael Musak brings experience from previous roles at Avantax, Franklin Templeton Investments, Amundi Pioneer and Putnam Investments. Michael Musak holds a 2008 - 2010 BS in Finance @ Siena University. With a robust skill set that includes Credit, Customer Service, Event Planning, Finance, Financial Analysis and more. Michael Musak has 5 emails and 1 mobile phone numbers on RocketReach.
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