Michael Zarlengo
- Role
- Senior Financial Consultant at Td Ameritrade
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Michael Zarlengo
I have extensive experience in the Financial Services Industry. Wholesale of Mutual…
Experience
Senior Financial Consultant
Nov 2019 — Present · Seattle, WA, US
Senior Financial Consultant. Manage a practice of $725 Million in client assets. Investments in ETF\'s, Stocks, Mutual Funds, Stock Options, Retirement Accounts as well as Variable products. Extensive client interaction and outbound sales. Advise on goal planning and retirement planning forecasting.
Education
University of Colorado Boulder
Bachelor's degree, Communications
University of Denver
Masters of Science Finance
Wharton School of Finance
CIMA, Finance
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