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Retail Investment Officers in Indiana

Retail Investment Officers in Carmel, IN

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1 result found

Michael Charles Indianapolis, IN

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Retail Financial Advisor • Financial Adviser • Financial Specialist • Director • Financial Manager • Operations Manager • Advisor • Security • Office Assistant • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Personal Care Aide

Experience & Education

Position:
Director Financial Planning & Portfolio Manager at Wallington Asset Management
Title:
Director of Financial Planning & Portfolio Manager at Wallington Asset Management
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Wallington Asset Management - 8900 Keystone Crossing, Suite 1015, Indianapolis, IN 46240Director Financial Planning & Portfolio Managersince Nov 2012TIAA-CREF - Carmel, INWealth Management AdvisorJun 2007 - Sep 2012
Certifications:
CPA, Indiana Board of Accountancy
CFP, Certified Financial Planner Board
Retail Investment Officer at NatCity Investments
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Retail Investment Officers near Carmel, IN01Indianapolis


Retail Investment Officers around Carmel, IN

Indianapolis  (1)

Retail Investment Officers in Indiana

Sub-specializations

Retail Investment Officer  (1)