2022 -
2024 Vice President - Wealth Management Advisor @ First American Trust
2012 -
2022 Vice President - Financial Consultant @ Charles Schwab & Co
2010 -
2012 Associate Financial Consultant @ Charles Schwab & Co
2009 -
2010 Corporate Banking Analyst and Underwriting Specialist @ PNC Financial Services Group
Michael Viselli Education
Fairleigh Dickinson University-Florham Campus
Bachelor of Science (Finance & Economics)
2004
-
2008
Michael Viselli Skills
Wealth Management
Financial Analysis
Financial Advisory
Finance Consulting
Alternative Investments
Fixed Income
Investment Portfolio
Financial Risk Management
Sales
Manage Client Relationships
Strengthening Client Relationships
Financial Modeling
Investments
Asset Management
Client Relationships Strengthening
Equities
Financial Planning
Finance
Risk Management
Strategic Financial Planning
Portfolio Management
Asset Allocation
Mutual Funds
Financial Services
Securities
Asset Protection
Retirement Planning
Banking and Credit Management
Executive Compensation Planning
Insurance Planning
Business Sucession Planning
Education Planning
Planning For Incapacity
Estate Distribution
Trust and Estate
Charitable Giving
Investment Strategies
Investment Management
Financial Risk
Strategy
Wealth Management Services
Investment Advisory
Michael Viselli Summary
Michael Viselli, based in Manasquan, NJ, US, is currently a Senior Wealth Advisor at Mariner. Michael Viselli brings experience from previous roles at Apexium Financial LP, First American Trust and Charles Schwab & Co. Michael Viselli holds a 2004 - 2008 Bachelor of Science in Finance & Economics @ Fairleigh Dickinson University-Florham Campus. With a robust skill set that includes Wealth Management, Financial Analysis, Financial Advisory, Finance Consulting, Alternative Investments and more. Michael Viselli has 2 emails and 1 mobile phone numbers on RocketReach.
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