2020 -
2022 Director, Capital Markets and Investor Relations @
2018 -
2021 Managing Director - Capital Markets @
2015 -
2018 Executive Director - Florida, Puerto Rico, and the USVI @
2013 -
2013 Managing Director - Domestic Wealth Management @
2010 -
2013 Senior Director @
2002 -
2010 Vice President and Wealth Strategist @
2000 -
2002 Vice President Financial Advisor and Retirement Plan Consultant @ UBS PaineWebber
1996 -
2000 Financial Advisor @
Michael Yavner Education
University of Florida
Bachelor of Science (Business Administration; Marketing)
1991
-
1996
Michael Yavner Skills
New Business Development
Relationship Management
Estate Planning
Investment Management
Leadership
Portfolio Management
Strategic Financial Planning
Insurance
Wealth Management
Financial Services
Finance
Investments
Banking
Series 7
Sales
Retirement Planning
High Net Worth Individuals
Financial Advisory
Marketing
Nonprofits
Due Diligence
Loans
Management
Strategic Planning
Asset Allocation
Risk Management
Financial Planning
Fixed Income
Mutual Funds
Strategic Financial
Social Media
Microsoft Excel
Planning
High Net Worth
Customer Service
Social Media Marketing
Research
Bonds
Financial Analysis
Michael Yavner Summary
Michael Yavner, based in Miami, FL, US, is currently a Origination Partner at Petros PACE Finance. Michael Yavner brings experience from previous roles at Yavner Group, Rivergate Companies, Waypoint Real Estate Investments and Israel Bonds. Michael Yavner holds a 1991 - 1996 Bachelor of Science in Business Administration; Marketing @ University of Florida. With a robust skill set that includes New Business Development, Relationship Management, Estate Planning, Investment Management, Leadership and more. Michael Yavner has 4 emails and 1 mobile phone numbers on RocketReach.
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