Benjamin Michalski
Wealth Management Analyst
- Role
- Wealth Management Analyst at Paragon Capital Management
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Management Analyst
May 2025 — Present · US
Education
University of Wisconsin-Milwaukee
Bachelor's Degree, Finance, General
2007 — 2011
Skills
- Investments
- Asset Allocation
- Mutual Funds
- Financial Advisory
- Equities
- Retirement
- Bonds
- Retirement Planning
- Financial Planning
- Iras
- Wealth Management
- Investment Strategies
- Series 7
- Securities
- Portfolio Management
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