Mitch Green Email & Phone Number
Operations Manager @ Twin Peaks Wealth Advisors
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Mitch Green Location
- Berea, OH, US
Mitch Green Work
- Operations Manager @ (June 2025 - Present)
- Director of Operations @ (May 2024 - June 2025)
- Director, Institutional Operations @ (January 2022 - May 2024)
- Portfolio Manager @ (January 2018 - January 2022)
- Senior Operations Associate @ (January 2019 - January 2020)
- Performance Analyst @ (October 2016 - January 2020)
- Resolution Specialist: Stock Plan Services @ (October 2015 - September 2016)
- Financial Services Professional @ (January 2014 - October 2015)
Mitch Green Education
- California State University, Northridge
Bachelor’s Degree (Finance, General)
2011-2013
Mitch Green Skills
- Finance
- Helping Clients
- Management
- Microsoft Excel
- Microsoft Office
- Portfolio Management
- Teamwork
Mitch Green Summary
- Mitch Green, based in Berea, OH, US, is currently a Operations Manager at Twin Peaks Wealth Advisors. Mitch Green brings experience from previous roles at Ancora Holdings Group and Clearstead. Mitch Green holds a 2011 - 2013 Bachelor’s Degree in Finance, General @ California State University, Northridge. With a robust skill set that includes Finance, Helping Clients, Management, Microsoft Excel, Microsoft Office and more. Mitch Green has 3 emails and 2 mobile phone numbers on RocketReach.
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