M

Michael's email & phone

Position:Investment Committee at TruPlan Financial Advisors
Experience:14 years
Location:Minneapolis, Minnesota, United States

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Work Experience

Investment Committee at TruPlan Financial Advisors

Jan 2021 - Current

Loan Review Specialist at Community Reinvestment Fund, USA

Apr 2020 - Nov 2020

Client Service Consultant II at Wells Fargo

Apr 2017 - Oct 2019

Financial Advisor at Ameriprise Financial Services, LLC

May 2012 - Jan 2016

Michael started working in 2012, then the employee has changed 3 companies and 3 jobs. On average, Michael works for one company for 3 years.

Education

Bachelor of Science (BS) at University of Minnesota - Carlson School of Management

Frequently Asked Questions

What is Michael's minimum period of employment in the companies?

Michael's minimum period of employment in various companies is 7 months.

What is Michael's average duration of employment for different companies?

On average, Michael works for one company for 2 years 3 months

What industries has Michael worked in?

Michael works in the Financial Services.

What positions has Michael held before?

Previously, Michael worked as a Loan Review Specialist, and Client Service Consultant II, and Financial Advisor.

How do I contact Michael?

Michael's email address is **@truplanfinancialadvisors.com, phone number is +1-***-***-5647. Sign up to get contact details.

Who are Michael's peers at other companies?

Michael's peers at other companies are Hazel Linh Le and Elaine Lee and Nina Lee

Michael Namesakes

Name
Company
Position
M
Senior Underwriting Associate
M
Investment Planning Service

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Other employees at TruPlan Financial Advisors

Name
Company
Position
S
Financial Service Associate
I
Financial Planning Associate

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