Melvin R. Blann
Senior Financial Advisor | Vice President
- Role
- Senior Financial Advisor Vice President at Large Financial Services Company
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Melvin R. Blann
Mel is a CFA charterholder with more than 25 years of financial industry experience. He…
Experience
Senior Financial Advisor Vice President
Large Financial Services Company
May 1999 — Present · Milwaukee, WI, US
Education
University of Wisconsin-Milwaukee
BA, Journalism/Mass Communication
1989 — 1993
Skills
- Series 7
- Investment Management
- Fixed Income
- Valuation
- Asset Allocation
- Mutual Funds
- Risk Management
- Retirement Planning
- Wealth Management
- Finance
- Retirement
- Series 63
- Investments
- Portfolio Management
- Wealth Management Services
- Asset Management
- Financial Services
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