2011 -2011 Senior Internal Wholesaler-RIA East Coast @
2005 -2011 Senior Sales Consultant @
2000 -2004 Regional Marketing Consultant @ Columbia Funds
Michael York Education
Trinity College-Hartford
Psychology
1995-1999
Michael York Skills
ETFs
Asset Allocation
Financial Services
Series 6
Mutual Funds
Microsoft Office
Retirement
Customer Service
Separately Managed Accounts
Strategic Planning
Project Management
Investments
Series 65
Alternative Investments
Fixed Annuities
Retirement Planning
Variable Annuities
Series 63
401k
Financial Advisory
Uniform Combined State Law
Michael York Summary
Michael York, based in St. Louis, MO, US, is currently a Regional Vice President at Touchstone Investments. Michael York brings experience from previous roles at New York Life & MainStay Investments and Columbia Funds. Michael York holds a 1995 - 1999 Psychology @ Trinity College-Hartford. With a robust skill set that includes ETFs, Asset Allocation, Financial Services, Series 6, Mutual Funds and more. Michael York has 2 emails and 1 mobile phone numbers on RocketReach.
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