Mike Roney Email & Phone Number
Vice President, Investments and Wealth Management Specialist
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Mike Roney Location
- Columbus, OH, US
Mike Roney Work
- 1999 -now Vice President, Investments and Wealth Management Specialist @ Raymond James
- 1990 -1999 Vice President, Trust and Investment Management Services @ The Ohio Company
- 1989 -1989 Senior Vice President @ The Schneider Group
- 1980 -1989 General Partner @ Roney & Co.
Mike Roney Education
- Oakland Community College 1976-1978
- Western Michigan University 1972-1973
- Brother Rice HS 1968-1972
Mike Roney Skills
- Asset Allocation
- Financial Planning
- Estate Planning
- Investments
- Asset Management
- Investment Advisory
- Retirement
- Securities
- 401k
- Retirement Planning
- Wealth Management
- Portfolio Management
- Strategic Financial Planning
- Investment Strategies
- Asset Managment
- Investment Management
- Financial Advisory
- Risk Management
- Finance
- Corporate Finance
- Series 7
- Mutual Funds
- Sales
- Financial Modeling
- Microsoft Excel
- Customer Service
- Financial Analysis
- Business Strategy
- Management
Mike Roney Summary
- Mike Roney, based in Columbus, OH, US, is currently a Vice President, Investments and Wealth Management Specialist at Raymond James. Mike Roney brings experience from previous roles at The Ohio Company, The Schneider Group and Roney & Co.. Mike Roney holds a 1976 - 1978 Oakland Community College. With a robust skill set that includes Asset Allocation, Financial Planning, Estate Planning, Investments, Asset Management and more. Mike Roney has 1 emails and 1 mobile phone numbers on RocketReach.
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