Michael Passante Email & Phone Number
Director Of Financial Planning @ Focused Wealth Management / Registered Investment Advisor
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Michael Passante Location
- Newburgh, NY, US
Michael Passante Work
- 2007 -now Director Of Financial Planning @
- 2006 -2010 Portfolio Manager @
Michael Passante Education
- Yale School of Management
Wealth Management Theory and Practice (Finance, General)
2017-2018 - Boston University
Certified Financial Planning Course (Finance, General)
2008-2009 - Rensselaer Polytechnic Institute
MS (Management - Finance)
2006-2007 - Rensselaer Polytechnic Institute - The Lally School of Management and Technology
Bachelor's degree (Business Management, Finance)
2002-2006
Michael Passante Skills
- Data Analysis
- Microsoft Excel
- Analysis
- Project Management
- Marketing Strategy
- Management
- Real Estate
- Microsoft Office
- Databases
- Investments
- Portfolio Management
- Wealth Management
- Finance
- Series 7
- Strategic Planning
- Business Analysis
Michael Passante Summary
- Michael Passante, based in Newburgh, NY, US, is currently a Director Of Financial Planning at Focused Wealth Management. Michael Passante brings experience from previous roles at Passante Associates. Michael Passante holds a 2017 - 2018 Wealth Management Theory and Practice in Finance, General @ Yale School of Management. With a robust skill set that includes Data Analysis, Microsoft Excel, Analysis, Project Management, Marketing Strategy and more. Michael Passante has 2 emails and 1 mobile phone numbers on RocketReach.
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