Ultra High Net Worth Relationship Manager @ (July 2021 - January 2023)
Financial Advisor @ (June 2019 - March 2021)
AVP, Financial Solutions Advisor @ (July 2015 - June 2019)
AVP, Financial Advisor @ (January 2012 - July 2015)
Financial Consultant @ (May 2009 - December 2011)
Sr. Coordinator and Operations Analyst @ AXA Enterprise Funds (April 2004 - January 2008)
Mitchell Green Education
Penn State University
Master's degree (Finance)
2015-2017
Mercer University - Stetson School of Business and Economics
MBA (Finance)
University of Houston
BBA (Finance)
Mitchell Green Skills
Leadership
Portfolio Management
Strategic Financial Planning
Management
Investment Strategies
Investments
Risk Management
Business Development
Sellers
Real Estate
Finance
Series 65
Customer Service
Financial Analysis
Financial Services
Retirement Planning
Sales Management
Investment Management
Microsoft Excel
Integration
Microsoft Office
Mitchell Green Summary
Mitchell Green, based in Atlanta, GA, US, is currently a Vice President, Portfolio Manager at Regions Bank. Mitchell Green brings experience from previous roles at Vanguard, Morgan Stanley, Merrill Edge and SunTrust Investment Services, Inc.. Mitchell Green holds a 2015 - 2017 Master's degree in Finance @ Penn State University. With a robust skill set that includes Leadership, Portfolio Management, Strategic Financial Planning, Management, Investment Strategies and more. Mitchell Green has 2 emails and 4 mobile phone numbers on RocketReach.
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