Mike Bard Email & Phone Number
Partner, Director of Financial Planning and Financial Planner @ The Sum
5 free lookup(s).
Mike Bard Location
- Spring, TX, US
Mike Bard Work
- 2023 -now Partner, Director of Financial Planning and Financial Planner @
- 2022 -now Partner @
- 2022 -2022 Senior Financial Advisor @
- 2017 -2022 VP Wealth Management Adviser @
- 2004 -2017 Vice President Financial Consultant @
- 1998 -2004 Various Roles @
- 1993 -2003 Bartender @
Mike Bard Education
- The University of Dallas
Master of Business Administration (MBA) (Financial Planning)
2000-2003 - University of North Texas
Bachelor of Science (BS) (Biology/Chemistry)
1992-1995 - Cisco College
Associate of Science (A.S.) (Biology, General)
1990-1991
Mike Bard Skills
- Financial Advisory
- Strategic Planning
- Leadership
- Wealth Management
- Management
- Project Management
- Microsoft Excel
- Accounting
- Sales
- Series 63
- Mutual Funds
- Investments
- Series 66
- Salesforce.com
- Press Releases
- Digital Marketing
- Cold Calling
Mike Bard Summary
- Mike Bard, based in Spring, TX, US, is currently a Partner, Director of Financial Planning and Financial Planner at The Sum. Mike Bard brings experience from previous roles at The Sum Prep, The Sum and Fidelity Investments. Mike Bard holds a 2000 - 2003 Master of Business Administration (MBA) in Financial Planning @ The University of Dallas. With a robust skill set that includes Financial Advisory, Strategic Planning, Leadership, Wealth Management, Management and more. Mike Bard has 3 emails and 1 mobile phone numbers on RocketReach.
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