Michael J George

Wealth Management Advisor at TIAA

Role
Wealth Management Advisor at TIAA
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Wealth Management Advisor

    TIAA

    Sep 2023 — Present

Education

  • St.Edward's University

    B.B.A. in Accounting

    2010 — 2011

  • SUNY Geneseo

    Accounting

    2007 — 2009

  • Finger Lakes Community College

    A.S. in Business Administration, Business Management

    2005 — 2007

Skills

  • Employee Benefits
  • Market Research
  • Time Management
  • Lead Generation
  • Series 7
  • Financial Services
  • Finance
  • Business Development
  • Series 63
  • Financial Analysis
  • Sales
  • Series 66
  • Banking
  • Mutual Funds
  • Inventory Management
  • Sales Management

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Michael J George — Wealth Management Advisor at TIAA in Charlotte, NC, US | Unifers