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Michelle Blass Location
Lansdale, PA, US
Michelle Blass Work
Co-Owner and Founder @ (April 2024 - Present)
Wealth Manager @ (August 2015 - April 2024)
Financial Planner and Portfolio Manager @ (February 2006 - August 2015)
Financial Planner @ (November 1998 - February 2006)
Michelle Blass Education
Villanova University School of Law
Masters in Taxation
2010-2014
James Madison University
BBA (Business)
1994-1998
Michelle Blass Skills
Estate Planning
Financial Planners
Planning
Retirement Planning
Financial Planning
Wealth Management Services
Portfolio Management
Investments
Finance
Asset Allocation
Investment Advisory
Financial Services
Wealth Management
Mutual Funds
Strategic Financial Planning
Investment Strategies
Asset Management
Retirement
Series 7
Securities
Investment Management
Michelle Blass Summary
Michelle Blass, based in Lansdale, PA, US, is currently a Co-Owner and Founder at 1015 Capital Partners. Michelle Blass brings experience from previous roles at BNY Mellon Wealth Management, First Niagara Bank and Vanguard. Michelle Blass holds a 2010 - 2014 Masters in Taxation @ Villanova University School of Law. With a robust skill set that includes Estate Planning, Financial Planners, Planning, Retirement Planning, Financial Planning and more. Michelle Blass has 2 emails and 1 mobile phone numbers on RocketReach.
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