Miguel Maria Email & Phone Number
Wealth Advisor @ Old National Wealth Advisors
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Miguel Maria Location
- Athens, TN, US
Miguel Maria Work
- 2024 -now Wealth Advisor @
- 2014 -2024 Financial Advisor @
- 2011 -2014 Certified Relationship Banker II @
- 2011 -2014 Relationship Banker Mentor @
- 2008 -2011 Relationship Banker I @
- 2008 -2008 Teller @
Miguel Maria Education
- Tennessee Wesleyan College
Bachelor's degree (Business Administration and Management, General)
2004-2007 - Wheaton College (MA)
N/A (Business, Management, Marketing, and Related Support Services)
2003-2004
Miguel Maria Skills
- Cost Basis
- Loan Servicing
- Leadership
- Cash Management
- Banking
- Branch Management
- Lines Of Credit
- Public Speaking
- Estate And Trust Services
- Branch Banking
- Fixed Income
- Credit Cards
- Insurance
- Financial Planning
- Financial Calculators
- Mortgage Banking
- Cross Selling
- Portfolio And Retirement Plan Reviews
- Relationship Management
- Refinance
- Credit Risk
- Finance
- Research Equities
- Deposits
- Financial Services
- Individual Retirement Accounts
- Home Equity Loans
- Mutual Funds
- Microsoft Word
- Education Savings Plans
- Variable
- Asset Management
- Credit
- Financial Institutions
- Financial Analysis
- Operational Risk
- Financial Reporting
- Investment Banking
- Credit Analysis
- Strategic Financial
- Private Banking
- Retail Banking
- Etf
- Immediate
- Loans
- Financial Calculators Debt Management
- Annuities Fixed
- Internet Banking
- Private Placements
- Business Retirement Plans
Miguel Maria Summary
- Miguel Maria, based in Athens, TN, US, is currently a Wealth Advisor at Old National Wealth Advisors. Miguel Maria brings experience from previous roles at Edward Jones and BB&T. Miguel Maria holds a 2004 - 2007 Bachelor's degree in Business Administration and Management, General @ Tennessee Wesleyan College. With a robust skill set that includes Cost Basis, Loan Servicing, Leadership, Cash Management, Banking and more. Miguel Maria has 1 emails and 2 mobile phone numbers on RocketReach.
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