Michael Werner Email & Phone Number
Wealth Management Consultant @ MERIDIAN INVESTMENT ADVISORS, INC.
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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 and 1 mobile phone numbers on RocketReach.
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