Michael Martin is a skilled professional, who works in Point Wealth Advisors as a Owner, Wealth Advisor since 2019. This person has earned professional experience in more than eight positions at various companies. Michael Martin went to the Franciscan University of Steubenville and got education there from 2012 to 2016. This professional has such qualifications as Finra Licenses: 7, 63, 65, California Insurance License #0K68276., and Cfp® Professional. Newport Beach, California is the city, where the professional was known to be settled. This professional's phone and email can be accessed through this website by request.
Name variants:
Mikael Martin,
Mychael Martin,
Mike Martin,
Mikey Martin,
Mick Martin,
Mickey Martin,
Micky Martin,
Michl Martin,
Mischa Martin
Last updated Jun 08, 2024
Contact Information
Last Update
Jul 14, 2022
Location
Newport Beach, CA
Company
Point Wealth Advisors
Workplace
Owner, Wealth Advisor
Work History
Account Manager
23046 Avenida De La Carlota SUITE 270, Laguna Hills, CA 92653
Sep 2016 — Jan 2017
Vice President, Wealth Management Advisor
800 Nicollet Mall, Minneapolis, MN 55402
Aug 2011 — May 2019
Business Development Manager
23 Corporate Plaza Dr SUITE 150, Newport Beach, CA 92660
Education
Occupations
Executive
Business Development Manager
Accountant
Financial Analyst
Analyst
Operations Manager
Analysts
Skills
Foreign Currency
Financial Modeling
Microsoft Office
Fixed Income
Bloomberg
Data Analysis
Public Speaking
Derivatives
Options
Visual Basic For Applications
Etf
Emerging Markets
Risk Management
Retirement Planning
Investments
Wealth Management
Financial Advisory
Financial Planning
FAQs about Michael Martin
What is the main profession of Michael Martin?
This professional's job is Owner, Wealth Advisor
What jobs is Michael a professional at?
The expert is proficient at Executive and Business Development Manager jobs.
Where does Michael Martin live?
Newport Beach, California is the place where Michael Martin currently lives
Where did Michael Martin work?
The professional worked at Point Wealth Advisors, Pimco.
What education does Michael Martin have?
Michael studied at the Franciscan University of Steubenville from 2012 to 2016.
Are there any certifications Michael Martin has?
Michael received the following certifications: Finra Licenses: 7, 63, 65, California Insurance License #0K68276., Cfp® Professional, and Cfp®.
What is professional industry that Michael Martin worked in?
This person works in Financial Services industry.
What are professional skills of Michael Martin?
This person has skills in the following areas: Foreign Currency, Financial Modeling, Microsoft Office, Fixed Income, Bloomberg, Data Analysis, Public Speaking, Derivatives, and Options.