Mike Reagan
Oppenheimer & Co. Inc. Private Client Division Senior Director-Investments Omega Portfolio Manager
- Role
- Oppenheimer & Co Inc at Oppenheimer & Co. Inc.
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Oppenheimer & Co Inc
Present
Education
Xavier University
BSBA
1978 — 1982
Skills
- Tax Efficient Strategies
- Microsoft Office,Excel, Powerpoint
- Asset Allocation
- Financial Advisory
- Retirement Savings
- Insurance
- Wealth Preservation Strategies
- Financial Services
- Estate Investment Strategies
- Wealth Management Services
- Retirement Plan Consulting
- Deferred Compensation Plans
- Multigenerational Wealth Transfer Stategies
- Investment Strategies
- Fixed Income Strategies
- 401(K) Rollovers
- Stock Due Diligence
- Business Succession Strategies
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