Mike Bacon Email & Phone Number
Director, Private Markets | RIA, Family Office, Bank Trust | West Coast @ Franklin Templeton
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Mike Bacon Location
- Phoenix, AZ, US
Mike Bacon Work
- Director, Private Markets | RIA, Family Office, Bank Trust | West Coast @ (May 2024 - Present)
- Vice President, Alternative Investments @ (July 2021 - May 2024)
- VP, Private Wealth, West Coast RIA and Family Office @ (November 2020 - July 2021)
- VP, National RIA Account Manager, Black Creek Exchange @ (March 2020 - November 2020)
- Vice President, RIA Wholesaler @ (November 2017 - March 2020)
- Senior Vice President, External Wholesaler @ (April 2014 - October 2017)
- Director of Internal Sales @ (January 2012 - April 2014)
- VP, Sales Desk Manager @ (March 2010 - December 2011)
- AVP - Sales Desk Manager @ Fifth Third Asset Management (September 2006 - March 2010)
- Internal Wholesaler @ (June 2002 - September 2006)
- Internal Wholesaler @ (February 2000 - May 2002)
- Registered Rep - Signature Platinum Team @ (January 1999 - December 2000)
- Equity Trader @ City Securities Corporation (January 1997 - January 1999)
Mike Bacon Education
- Xavier University
Bachelor of Business Administration (B.B.A.) (Finance)
Mike Bacon Skills
- Mutual Funds
- Separately Managed Accounts
- Series 7
- Asset Allocation
- Financial Analysis
- Series 63
- Alternative Investments
- Wealth Management
- Securities
- Retirement Planning
- Series 65
- Fixed Annuities
- Series 6
- Investments
- 401k
- Sales
- Portfolio Management
- Variable Annuities
- Relationship Management
- ETFs
- Financial Advisory
- Leadership
- Social Media
- Customer Service
- Research
- Separately Managed
- Capital
Mike Bacon Summary
- Mike Bacon, based in Phoenix, AZ, US, is currently a Director, Private Markets | RIA, Family Office, Bank Trust | West Coast at Franklin Templeton. Mike Bacon brings experience from previous roles at Nuveen, a TIAA company, CIM Group and Black Creek Group. Mike Bacon holds a Bachelor of Business Administration (B.B.A.) in Finance @ Xavier University. With a robust skill set that includes Mutual Funds, Separately Managed Accounts, Series 7, Asset Allocation, Financial Analysis and more. Mike Bacon has 4 emails and 1 mobile phone numbers on RocketReach.
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