Michele Grant Email & Phone Number
Senior Vice President - Director IRA Products @ Wells Fargo
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Michele Grant Location
- Charlotte, NC, US
Michele Grant Work
- Senior Vice President - Director IRA Products @ (April 2006 - Present)
- Chief Compliance Officer - Evergreen Investment Services, Inc. @ Wachovia Corporation - Evergreen Investments (September 2004 - April 2006)
- SVP - Compliance Manager @ (January 1997 - September 2004)
- VP, Retirement Services Department @ (January 1988 - January 1997)
Michele Grant Education
- Clemson University 1977-1980
- University of South Carolina
BS (Business)
Michele Grant Skills
- Retirement
- Series 7
- Compliance
- IRA's
- Retirement Planning
- IRAs
- Financial Services
- Finance
- Due Diligence
- Management
- Mergers & Acquisitions
- Business Development
- Securities
- Asset Management
- Financial Planning
- Mutual Funds
- Training
- Financial Analysis
- Communication
- Microsoft Word
- Public Speaking
- Integration
- Portfolio Management
- Marketing
- Mergers and Acquisitions
Michele Grant Summary
- Michele Grant, based in Charlotte, NC, US, is currently a Senior Vice President - Director IRA Products at Wells Fargo. Michele Grant brings experience from previous roles at Wachovia Corporation - Evergreen Investments, Wachovia Securities, LLC and Wachovia Corporation. Michele Grant holds a 1977 - 1980 Clemson University. With a robust skill set that includes Retirement, Series 7, Compliance, IRA's, Retirement Planning and more. Michele Grant has 2 emails and 2 mobile phone numbers on RocketReach.
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