Michael Bredenberg Email & Phone Number

Fort Lee, Nj, Us

Cincinnati, Ohio, Us

Cincinnati, Ohio, Us

St. Louis, Missouri, Us

I was dedicated to helping individuals and businesses develop financial and investment strategies that are in line with their needs, goals, and risk tolerance. My mission was to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity.I focused on portfolio allocation and believe that risk management should be the foundation of any long-term investment strategy. My approach towards market research relied heavily on using both fundamental and technical analysis methods. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE

St. Louis, Missouri, Us

-Monitored existing portfolios and creates custom performance reporting. -Wrote newsletters informing internal team members on strategic allocation changes.-Performed macro and microeconomic research to educate clients and team members on market trends and forecasts.-Analyzed and trades individual securities including equities and bond. -Maintained firm and FINRA compliance for the team through trainings and certifications. -Educated clients and team members of product features and portfolio relevance.-Participated in a firm mentorship program, learning strategy and equity analysis from a Regional Chief Investment Officer and Large Cap Value Strategy Portfolio Manager.

San Francisco, California, Us

- Provided customers with a complete financial analysis using profiling skills and computer software.- Recommended suitable investments based on customer preferences and risk tolerance.- Solved customer concerns regarding checking, savings, credit, and brokerage accounts.- Counseled customers throughout the loan application and underwriting process.- Prospected for new personal and corporate customers.- Trained junior personal bankers on bank products, policies and procedures.

Colorado Springs, Colorado, Us

- Trained customers on the appropriate use of standardized selection tools as well as selection theory and applicable laws, including Equal Employment Opportunity compliance.- Developed selection tools for industries new to the company.- Participated on a team of five members that increased off-the-shelf selection product use from two to over twenty corporate customers.- Managed the use and performance of a standardized selection system at nineteen restaurant units.

Colorado Springs, Colorado, Us

- Created and maintained more than twelve web-based candidate application and tracking systems including online applications, assessments, and management-side interface.- Developed a resume building website used by application candidates.- Taught customers the appropriate use of online selection tools via web seminars.- Trained internal programmers on the use and organization of pre-existing databases.

Ba, Economics

Ms, Finance