Michael Tomaw Email & Phone Number
Senior Wealth Manager
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Michael Tomaw Location
- Monroe, MI, US
Michael Tomaw Work
- 2019 -now Senior Wealth Manager @ First Merchants Private Wealth Advisors
- 2013 -2019 Wealth Relationship Manager @
- 2004 -2013 New Business Development @ Filbrandt & Company
- 2002 -2003 Vice President, Trust and Investment Group @
- 1990 -1997 Branch Manager @
Michael Tomaw Education
- University of Wisconsin-Platteville
BS (Business Administration, Finance)
1985-1989
Michael Tomaw Skills
- Wealth Management
- Estate Planning
- Retirement Planning
- Portfolio Management
- Insurance Planning
- Wealth Preservation Planning
- University Retirement Plans
- Financial Analysis
- Strategic Financial Planning
- Investments
- Retirement
- Finance
- Financial Advisory
- Wealth
- Management
- Sales Management
- Leadership
- Team Leadership
- Sales
- Business Development
- Strategic Planning
- Team Building
- Customer Service
- Customer Relationship Management (CRM)
- Marketing Strategy
- Marketing
- training
- High Net Worth Individuals
- Banking
- Trusts
- Executive Management
- Financial Services
- Public Speaking
- Microsoft Office
- Coaching
- Consultative Sales Management
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Planning
- Strategy
- JavaScript
- Credit
- Financial Modeling
- Project Management
Michael Tomaw Summary
- Michael Tomaw, based in Monroe, MI, US, is currently a Senior Wealth Manager at First Merchants Private Wealth Advisors. Michael Tomaw brings experience from previous roles at SVA Plumb Wealth Management - University Advisory Group, Filbrandt & Company, Baraboo National Bank and AnchorBank. Michael Tomaw holds a 1985 - 1989 BS in Business Administration, Finance @ University of Wisconsin-Platteville. With a robust skill set that includes Wealth Management, Estate Planning, Retirement Planning, Portfolio Management, Insurance Planning and more. Michael Tomaw has 1 emails and 2 mobile phone numbers on RocketReach.
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Michael Tomaw
Senior Wealth Manager
Monroe, MI, US
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