Michael Wing Email & Phone Number
Senior Vice President - Wealth Advisor @ B. Riley Wealth Management
5 free lookup(s).
Michael Wing Location
- Chicago, IL, US
Michael Wing Work
- 2018 - now Senior Vice President - Wealth Advisor @
- 2012 - 2018 Senior Vice President @ Wunderlich Securities
- 2011 - 2012 Vice President and Investments @
- 2005 - 2011 Principal - Financial Advisor @ Howe Barnes Hoefer & Arnett
- 1999 - 2005 Financial Advisor @
Michael Wing Education
- DePaul University
Certificate Program in Financial Planning (Finance)
2002 - 2003 - Michigan State University
Bachelor of Science (Economics and Management)
1987 - 1991
Michael Wing Skills
- Financial Planning
- Retirement Planning
- Retirement Income Strategies
- Private Wealth Management
- Investments
- Asset Allocation
- Portfolio Management
- Financial Advice
- Mutual Funds
- Separately Managed Accounts
- Equities
- Equity Research
- Fixed Income Products
- Options
- College Savings Plans
- Whole Life
- Term Life Insurance
- Long Term Care
- IRA Rollovers
- IRA's
- Estate Planning
- Commodities
- Annuities
- IRAs
- Strategy
- Money Market
- Strategic Financial Planning
- Asset Management
- Marketing
- Customer Service
- Project Management
- ETFs
Michael Wing Summary
- Michael Wing, based in Chicago, IL, US, is currently a Senior Vice President - Wealth Advisor at B. Riley Wealth Management. Michael Wing brings experience from previous roles at Wunderlich Securities, Raymond James Financial Inc., Howe Barnes Hoefer & Arnett and Morgan Stanley DW Inc. Michael Wing holds a 2002 - 2003 Certificate Program in Financial Planning in Finance @ DePaul University. With a robust skill set that includes Financial Planning, Retirement Planning, Retirement Income Strategies, Private Wealth Management, Investments and more. Michael Wing has 2 emails and 2 mobile phone numbers on RocketReach.
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Top B. Riley Wealth Management Employees
William Morrison
Senior Vice President, Investments
Chicago, IL, US
Stephen Bonnema
Chief Administrative Officer (CAO)
Memphis, TN, US
Philip Zanone
Chief Operating Officer
Memphis, TN, US
Howard Sparkman
Managing Director
Dallas, TX, US
Michael Mullen
Chief Executive Officer
Red Bank, NJ, US
Mark Bruscianelli
Vice President, Investments
Chicago, IL, US
Kelly Graham
Senior Vice President, Investments
Nashville, TN, US
Michael Angelopoulos
Vice President, Investments
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Paul Laliberte
Vice President
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Jason Ginder
Managing Director, Investments
New York, NY, US
Amy Koch
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Jim Baroutas
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