Mike Roma's Location
Houston, TX, US
Mike Roma's Work
- Senior Financial Advisor, Senior Vice President @ Merrill Lynch
- VICE PRESIDENT @ UBS FINANCIAL SERVICES
- CEO @ CSP OFFICE PRODUCTS
- CEO - CFO @ CHAMPION STATIONERY & PRINTING
Mike Roma's Education
- ST JOHN'S UNIVERSITY
Bachelor's Degree
1972 - 1975
Mike Roma's Skills
- Series 63
- Series 7
- Series 3
- Financial and Life Planning
- Portfolio Management
- Business Planning and Succession
- 401 Advisor and Management
- Retirement Planning
- Asset Management
- Business Planning
Mike Roma's Summary
MIKE Roma, based in Houston, TX, US, is currently a Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management, bringing experience from previous roles at UBS FINANCIAL SERVICES, CSP OFFICE PRODUCTS and CHAMPION STATIONERY & PRINTING. MIKE Roma holds a 1972 - 1975 Bachelor's Degree @ ST JOHN'S UNIVERSITY. With a robust skill set that includes Series 63, Series 7, Series 3, Financial and Life Planning, Portfolio Management and more, MIKE Roma contributes valuable insights to the industry. MIKE Roma has 4 emails and 1 mobile phone number on RocketReach.
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