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Michael Werner Location
Indianapolis, IN, US
Michael Werner Work
2018 -now Wealth Management Consultant @
2016 -2018 Private Client Advisor @
2000 -2016 Portfolio Consultant @
1998 -2000 Loan Officer @
Michael Werner Education
Indiana University Bloomington
BS (Finance)
1995-1998
University of Southern Indiana 1993-1995
Michael Werner Skills
Portfolio Management
Financial Analysis
Wealth Management Services
Investments
Retirement Planning
Customer Service
Finance
Management
Michael Werner Summary
Michael Werner, based in Indianapolis, IN, US, is currently a Wealth Management Consultant at MERIDIAN INVESTMENT ADVISORS, INC.. Michael Werner brings experience from previous roles at JPMorgan Chase & Co., Charles Schwab and Citi. Michael Werner holds a 1995 - 1998 BS in Finance @ Indiana University Bloomington. With a robust skill set that includes Portfolio Management, Financial Analysis, Wealth Management Services, Investments, Retirement Planning and more. Michael Werner has 2 emails on RocketReach.
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