Mike Theis Email & Phone Number
External Wholesaler; Senior Regional Director @ Voya Investment Management
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Mike Theis Location
- Seattle, WA, US
Mike Theis Work
- 2022 -now External Wholesaler; Senior Regional Director @
- 2006 -2022 Vice President, Senior Investment Consultant at BNY Mellon @
- 2005 -2006 Senior Internal Wholesaler @
- 2003 -2005 Internal Wholesaler @
- 2002 -2003 Sales Manager @
- 2001 -2002 Financial Advisor @
Mike Theis Education
- Lock Haven University of Pennsylvania
Bachelor of Science (BS) (Business/Managerial Economics)
1997-2001
Mike Theis Skills
- Alternative Investments
- Equities
- Series 63
- Securities
- Investments
- Asset Management
- Separately Managed Accounts
- Series 6
- Retirement
- Fixed Income
- Asset Allocation
- Series 7
- Retirement Planning
- Wealth Management
- Mutual Funds
Mike Theis Summary
- Mike Theis, based in Seattle, WA, US, is currently a External Wholesaler; Senior Regional Director at Voya Investment Management. Mike Theis brings experience from previous roles at BNY Mellon, AllianceBernstein and Combined Insurance. Mike Theis holds a 1997 - 2001 Bachelor of Science (BS) in Business/Managerial Economics @ Lock Haven University of Pennsylvania. With a robust skill set that includes Alternative Investments, Equities, Series 63, Securities, Investments and more. Mike Theis has 3 emails and 5 mobile phone numbers on RocketReach.
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