Patrick Michel Email & Phone Number
Vice President CRPC, CSNA, CFM @ Merrill Lynch
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Patrick Michel Location
- Pickerington, OH, US
Patrick Michel Work
- 1992 -now Financial Advisor @
- 1992 -now Vice President CRPC, CSNA, CFM @
- 1990 -1992 Marketing and Sales Manager Equipment Distribution @ The Crown Divisions of The Allen group
- 1976 -1990 Regional Sales Manager @ BWD Automotive Corp. Division of Echlin Corporation
- 1968 -1976 Family Business @ Michel's Garage and Body Shop
Patrick Michel Education
- Kent State University
BA (Business Management)
1968-1971 - Saint Thomas Aquinas High School 1968-1971
Patrick Michel Skills
- Series 7
- Retirement Planning
- Wealth Management
- Retirement Income Strategies
- Asset Allocation
- Investment Advisory
- Mutual Funds
- Series 63
- Financial Planning
- Financial Advisory
- Retirement
- IRA's
- 401k
- Investment Strategies
- Annuities
- Alternative Investments
- 401k Rollovers
- Saving for Education
- Investments
- Series 65
- Equities
- Estate Planning
- Separately Managed Accounts
- Wealth Transfer
- Comprehensive Wealth Management
- Securities
- Bonds
- Fixed Income
- Portfolio Management
- ETFs
- Asset Management
- Wealth Preservation Strategies
- 529 Plans
- Private Wealth Management
- Wealth
- Options
- Wealth Accumulation
- Investment Products
- Stocks
- Retirement Solutions
- Managed Accounts
- Roth IRA
- Trust Services
- Wealth Preservation
- Microsoft Office
- Financial Analysis
- Finance
- Community Outreach
- Sales
- New Business Development
Patrick Michel Summary
- Patrick Michel, based in Pickerington, OH, US, is currently a Vice President CRPC, CSNA, CFM at Merrill Lynch. Patrick Michel brings experience from previous roles at Merrill Lynch, The Crown Divisions of The Allen group, BWD Automotive Corp. Division of Echlin Corporation and Michel's Garage and Body Shop. Patrick Michel holds a 1968 - 1971 BA in Business Management @ Kent State University. With a robust skill set that includes Series 7, Retirement Planning, Wealth Management, Retirement Income Strategies, Asset Allocation and more. Patrick Michel has 1 mobile phone numbers on RocketReach.
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