Mike McLaughlin
National Sales Director and Head of Relationship Management - Wealth and Investment Management
- Role
- Wim National Sales Director and Head of Relationship Management at Wells Fargo Advisors
- Location
- Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Mike McLaughlin
I serve as the Southeast Divisional President for Wealth and Investment Management…
Experience
Wim National Sales Director and Head of Relationship Management
Jul 2023 — Present · Charlotte, NC, US
Education
Florida State University
Accounting and Finance
The Wharton School
CIMA, Finance, General
2003 — 2003
Skills
- Asset Managment
- Series 63
- Wealth Management
- Investment Advisory
- Series 65
- Alternative Investments
- Series 7
- Mutual Funds
- Asset Allocation
- Securities
- Investments
- Retirement Planning
- Finra
- Series 24
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