2016 -now Senior Managing Director - Complex Director @
2014 -2016 Senior Vice President - Investments, Branch Manager @
1999 -2014 First Vice President, Branch Manager @ Smith Barney - Morgan Stanley
1992 -1999 Branch Manager, Financial Advisor @
Michael Schipper Education
Augustana College
Bachelor of Business Administration (B.B.A.) (Marketing and Literature)
Michael Schipper Skills
Wealth Management
Series 7
Series 63
Investments
Mutual Funds
Asset Allocation
Portfolio Management
Alternative Investments
Securities
Retirement Planning
Equities
Asset Management
FINRA
Financial Advisory
Investment Advisory
Finance
Banking
Risk Management
Financial Analysis
Business Development
Team Building
SAN
Michael Schipper Summary
Michael Schipper, based in San Francisco, CA, US, is currently a Senior Managing Director - Complex Director at RBC Wealth Management. Michael Schipper brings experience from previous roles at Raymond James & Associates, Smith Barney - Morgan Stanley and Merrill Lynch. Michael Schipper holds a Bachelor of Business Administration (B.B.A.) in Marketing and Literature @ Augustana College. With a robust skill set that includes Wealth Management, Series 7, Series 63, Investments, Mutual Funds and more. Michael Schipper has 2 emails and 1 mobile phone numbers on RocketReach.
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