Mike Urner
Managing Director - Investments @Wells Fargo Advisors
Newport Beach, CA, US
EMAILS
m••••••••@wellsfargoadvisors.com
MOBILE NUMBERS
+19•••••••70
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WORK HISTORY
Aug 2010 — Present
Managing Director - Investments @Wells Fargo Advisors
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High Net Worth Client portfolio management -Fixed income sales and trading -Portfolio analytics -Client business development -Strategic partnership development -Pension fund management -Equity & Debt syndicate sales and trading Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC
EDUCATION
1991 — 1995
Xavier University
BSBA, Finance
ABOUT MIKE URNER
My financial advisory group focuses on a specific aspect of the portfolio management and…
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