Michael Unger Email & Phone Number
Senior Vice President — Investments and Planning @ Coral Gables Trust
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Michael Unger Location
- Miami, FL, US
Michael Unger Work
- 2019 -now Senior Vice President — Investments and Planning @
- 2016 -2019 Private Wealth Advisor @ Unger Wealth Management, LLC
- 2014 -2015 Investment Advisor Representative @
- 2012 -2014 Registered Client Associate @ OptionsHouse is now E*TRADE
Michael Unger Education
- University of Miami Division of Continuing & International Education
Executive Certificate of Financial Planning (CFP Certification) (Financial Planning and Services)
2017-2018 - University of Miami
BS, Economics & Psychology (Minor in Business Administration)
2009-2012
Michael Unger Skills
- Series 63
- Morningstar Advisor Workstation
- Insurance
- Sales
- Financial Planning
- Data Entry
- Networking
- Portfolio Management
- Derivatives
- Legal Writing
- Investments
- Finance
- Strategic Planning
- Financial Services
- Equities
- Microsoft Office
- FINRA
- Microsoft Word
- Program Management
- Microsoft Excel
- Interviews
- Customer Service
- Financial Analysis
- Google Analytics
- Startups
- Project Management
- Trading
- Options
- CRM
- Series 7
- Securities
- InDesign
- Financial Markets
Michael Unger Summary
- Michael Unger, based in Miami, FL, US, is currently a Senior Vice President — Investments and Planning at Coral Gables Trust Company. Michael Unger brings experience from previous roles at Unger Wealth Management, LLC, Transamerica Financial Advisors, Inc. and OptionsHouse is now E*TRADE. Michael Unger holds a 2017 - 2018 Executive Certificate of Financial Planning (CFP Certification) in Financial Planning and Services @ University of Miami Division of Continuing & International Education. With a robust skill set that includes Series 63, Morningstar Advisor Workstation, Insurance, Sales, Financial Planning and more. Michael Unger has 1 emails and 1 mobile phone numbers on RocketReach.
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