Michael Saunders Email & Phone Number
Investment Specialist @ Precision Wealth Partners
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Michael Saunders Location
- New Castle, DE, US
Michael Saunders Work
- 2022 - now Investment Specialist @
- 2016 - 2022 Financial Advisor and Portfolio Specialist @
- 2015 - 2016 Relationship Manager II @
- 2014 - 2015 Financial Advisor at Wells Fargo Advisors, LLC @
- 2006 - 2014 Sr Account Officer @ J.P. Morgan
Michael Saunders Education
- York High School
High School
1987 - 1991 - West Chester University of Pennsylvania
Bachelor of Science (BS) (Finance, General)
Michael Saunders Skills
- Relationship Management
- Retirement Planning
- Financial Advisory
- Customer Service
- Mutual Funds
- 401k Rollovers
- Investments
- Hedge Funds
- Private Banking
- Alternative Investments
- Asset Allocation
- Business Strategy
- Equities
- Fixed Income
- Finance
- Securities Lending
- Loans
- Economics
- CRM
- ETFs
- MLP
- Small Business Lending
- Mortgage Banking
- Portfolio Management
- Financial Services
- Banking
- Credit
- Investment Strategies
- Management
- Financial Analysis
- Retirement
- Strategic Planning
- Financial Planning
- Estate Planning
- Asset Management
- Marketing
- Wealth Management
- Public Speaking
- Team Building
- Leadership
- Risk Management
- Securities
- Bonds
- Sales
- Wealth
- 401k
- Analysts
- Planning
- Paperless
- Presentation
- Microsoft Office
- Insurance
- Coaching
- Portfolio Managers
- Financial Risk
- Investor Relations
- Negotiation
- Reporting
- Training
- Outlook
- SharePoint
- Smartstation
- Cards
- Business Development
- Accountants
- Referrals
- PowerPoint
- Business Management
- CPI
- Team Environments
- Strategic Business
- Permanent Life Insurance
- Investment Advisory
- Key Person Insurance
- Survivor Income
- Holistic Financial Planning
- Long Term Care Insurance
Michael Saunders Summary
- Michael Saunders, based in New Castle, DE, US, is currently a Investment Specialist at Precision Wealth Partners. Michael Saunders brings experience from previous roles at uFinancial Group, Wilmington Trust, Wells Fargo Advisors, LLC and J.P. Morgan. Michael Saunders holds a 1987 - 1991 High School @ York High School. With a robust skill set that includes Relationship Management, Retirement Planning, Financial Advisory, Customer Service, Mutual Funds and more. Michael Saunders has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Precision Wealth Partners Employees
Luke Chapman
Financial Advisor
New Castle, DE, US
Michael Saunders
Investment Specialist
New Castle, DE, US
Matthew Stranix
Founding Partner, Financial Planner
Philadelphia, PA, US
Alicia Croce
Practice Manager
Newark, DE, US
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