Michele Green Email & Phone Number
Vice President Private Client Advisor @ Jpmorgan Chase Bank N. A.
Newport Beach, California, United States
Michele Green's Work
- Vice President Private Client Advisor @ Jpmorgan Chase Bank N. A.
- Vice President and Pca @ U.S. Trust
- Wealth Management @ Merrill Lynch
- Community Outreach, Orange County Pepperdine Alumni Association @ Pepperdine Alumni Association
- Junior Partner, Advisor and Business Development @ Janhobbs Financial Group
- Vice President of Membership Orange County Waves, Pepperdine Alumni Association @ Pepperdine Alumni Association
- Financial Advisor - Wealth Management @ Waddell & Reed
Michele Green's Education
- Pepperdine University, The George L. Graziadio School of Business and Management
MBA
2006 - 2009 - College of Financial Planning
A.W.M.A. ( Wealth Management )
2009 - 2010 - California State University-Northridge
BA ( Tv, Theater & Marketing )
1999 - 2003
Michele Green's Skills
- Retirement
- Strategy
- Investments
- Wealth Management
- Small Business
- Strategic Financial Planning
- Portfolio Management
- Insurance
- Asset Managment
- Financial Analysis
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