Michael Bermel
Managing Director- West Divisional, Distribution at StepStone Private Wealth
- Role
- Managing Director- West Divsional Distribution at Stepstone Private Wealth at Stepstone Private Wealth Solutions
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Michael Bermel
Series 3, 6, 7, 24, 63 Relationships in all distribution channels (Wirehouse, IBD,…
Experience
Managing Director- West Divsional Distribution at Stepstone Private Wealth
Stepstone Private Wealth Solutions
Mar 2025 — Present · Denver, CO, US
Skills
- Time Management
- Management
- Sales Management
- Bloomberg
- Financial Services
- Hedge Funds
- Asset Management
- Finra
- Sharepoint
- Marketing
- Retirement Planning
- Options
- Financial Markets
- Portfolio Management
- Investment Management
- Series 63
- Asset Allocation
- Investments
- Due Diligence
- Leadership
- Wealth Management
- Strategic Planning
- 401k
- Customer Service
- Mutual Funds
- Finance
- Financial Analysis
- Event Management
- Securities
- Financial Modeling
- Alternative Investments
- Equities
- Sales
- Series 7
- Powerpoint
- Investment Strategies
- Microsoft Excel
- Research
- Analysis
- Loans
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