Michelle Runyon Email & Phone Number
Executive Director, Wealth Partner @ J.P. Morgan Wealth Management
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Michelle Runyon Location
- California, United States
Michelle Runyon Work
- 2017 -now Executive Director, Wealth Partner @
- 2010 -2017 Wealth Advisor, Vice President @ Wells Fargo Private Bank
- 2007 -2010 Private Client Manager, Vice President @
- 2002 -2007 Investment Operations Manager @
- 2000 -2002 Portfolio Management Associate @
- 1998 -2000 Trust Associate @
Michelle Runyon Education
- University of California, Davis - Graduate School of Management
MBA (Finance and Marketing)
2007-2010 - University of California, Irvine
BA (Social Science)
1999
Michelle Runyon Skills
- Asset Management
- Financial Planning
- Asset Allocation
- Wealth Management
- Accounting
- Strategic Financial Planning
- Estate Planning
- Investment Management
- Risk Management
- Finance
- Financial Analysis
- High Net Worth Individuals
- Wealth Management Services
- Relationship Management
- Mutual Funds
- Management
- Investments
- Financial Services
- Project Management
- Technology Integration
- Software
- Sales
- Marketing
- Planning Software
- Strategy
- Strategic Financial
- Public Speaking
Michelle Runyon Summary
- Michelle Runyon, based in California, United States, is currently a Executive Director, Wealth Partner at J.P. Morgan Wealth Management. Michelle Runyon brings experience from previous roles at Wells Fargo Private Bank and US Trust. Michelle Runyon holds a 2007 - 2010 MBA in Finance and Marketing @ University of California, Davis - Graduate School of Management. With a robust skill set that includes Asset Management, Financial Planning, Asset Allocation, Wealth Management, Accounting and more. Michelle Runyon has 1 emails and 2 mobile phone numbers on RocketReach.
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