Mike Bertram Email & Phone Number
ESOP Consultant @ ESOP Partners
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Mike Bertram Location
- Appleton, WI, US
Mike Bertram Work
- 2021 -2022 ESOP Manager @
- 2013 -now ESOP Consultant @
- 2009 -now Broadband Sales Specialist @
- 2006 -now Financial Advisor @ Strategic Wealth Management
- 2002 -now Client Service Associate @
- 2000 -now Trust Accounting Specialist and Assistant Manager @
Mike Bertram Education
- University of Wisconsin-Oshkosh 1996-2000
Mike Bertram Skills
- Retirement Planning
- Investments
- Client Services
- Compliance Testing
- Finance
- 401k
- Strategic Planning
- Regulatory Reporting
- Esop Recordkeeping
- 401k Administration
- Wealth Management
- Microsoft Office
- Qualified Retirement Plans
- Qka
- Training
- ESOP
- Customer Service
- Employee Communications
- Esop Administration
- Repurchase Obligation
- Problem Solving
- Distributions
- Call Centers
- Employee Benefits
Mike Bertram Summary
- Mike Bertram, based in Appleton, WI, US, is currently a ESOP Consultant at ESOP Partners. Mike Bertram brings experience from previous roles at Newport, Charter Communications, Strategic Wealth Management and Principal Financial Group. Mike Bertram holds a 1996 - 2000 University of Wisconsin-Oshkosh. With a robust skill set that includes Retirement Planning, Investments, Client Services, Compliance Testing, Finance and more. Mike Bertram has 1 emails and 1 mobile phone numbers on RocketReach.
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