Michael Bellis is a qualified professional, that works in Vertex Planning Partners main office of which is in 343. on the position of Managing Partner since 2016. Michael Bellis gained professional experience in more than four positions at various companies. Michael Bellis went to the The American College of Financial Services and was studying from 1996 to 2000. Chicago, Illinois is the city, where this professional was known to be located. Michael's phone and email are accessed through SoftwareOfficial by request.
Name variants:
Mikael Bellis,
Mychael Bellis,
Mike Bellis,
Mikey Bellis,
Mick Bellis,
Mickey Bellis,
Micky Bellis,
Michl Bellis,
Mischa Bellis
Last updated Jun 06, 2024
Contact Information
Last Update
Jul 12, 2022
Email
md**@bellis-assoc.com
Location
Chicago, IL
Company
Vertex Planning Partners, Llc
Workplace
Managing Partner
Work History
Managing Partner
3000 Woodcreek Dr SUITE 100, Downers Grove, IL 60515
from Apr 2016
Education
1996 — 2000
1990 — 1994
1987 — 1990
Occupations
Executive
Managing Partner
Accountant
Finance and Accounting Specialist
Financial Broker
Certified Financial Planner
Partner
Chief Executive
Accounting Bookkeeper
Bookkeeper
Puchasing and Estimating Manager
Financial Manager
Skills
Retirement Planning
Investments
Financial Services
Finance
Asset Allocation
Financial Planning
Securities
401K
Life Insurance
Uniform Combined State Law
Insurance
Risk Management
Small Business
Financial Planners
Disability Insurance
Mutual Funds
Finra
Employee Benefits
Wealth Management
Strategic Financial Planning
Portfolio Management
Personal Finance
Equities
Fixed Annuities
Term Life Insurance
Estate Planning
Investment Strategies
Variable Annuities
Strategic Planning
High Net Worth Individuals
Asset Management
Series 7
Series 65
Retirement
Insurance Planning
401K and Retirement Plan Analysis
Ira Rollovers
Financial Goals
Education Funding
Multi Generational Wealth Transfer
FAQs about Michael Bellis
What's the main profession of Michael Bellis?
Michael is a Managing Partner.
What are the profession of This professional?
These person's professions are Executive and Managing Partner
Where is Michael Bellis located?
Michael Bellis is located in Chicago, Illinois.
What is the professional's email?
Michael's email is md**@bellis-assoc.com.
Where did Michael Bellis work?
The professional worked at Vertex Planning Partners, Llc, Waterstone Financial Group.
What education does Michael Bellis have?
Michael studied at the American College of Financial Services from 1996 to 2000.
What is professional industry that Michael Bellis worked in?
This professional works in Financial Services industry.
Are there any skills Michael Bellis has?
Michael has such skills as Retirement Planning, Investments, Financial Services, Finance, Asset Allocation, Financial Planning, Securities, 401K, and Life Insurance.