Michael Charles Email & Phone Number

Indianapolis, In, Us

Wallington Asset Management, LLC is a Registered Investment Advisor originally founded in 1988 to manage equity, balanced and fixed income portfolios for individuals, trusts and estates, foundations, endowments, corporations and retirement plans. As a Registered Investment Advisor under the Investment Advisors Act of 1940, Wallington Asset Management has assembled a team of investment professionals with decades of experience in analyzing securities, managing investment portfolios and formulating investment strategies.I have primary responsibility for financial planning analysis provided to all of Wallington Asset Managent's clients, and portfolio management for my assigned clients. I am also involved in security analysis and serve as a member of the Wallington Asset Management's Investment Selection Committee.

New York, Ny, Us

TIAA-CREF is a leading financial services firm with $487 billion in assets under management and is known for helping academic, medical, cultural, governmental and research organizations plan for retirement.• Manage client accounts within the academic, medical and non-profits arenas, providing comprehensive retirement and financial planning solutions to meet individual needs.• Exceeded company goals every year for financial planning solutions delivered and client satisfaction scores.• Assigned Compliance Branch Office Manager to oversee adherence to regulatory policies by all Registered Representatives of the Indianapolis office.

Founded in 1924, City Securities is Indiana’s oldest and largest independent, full-service investment firm.• Charged with helping individual and corporate clients reach financial goals by providing the appropriate financial and investment products and services to fit their need. • Built client book of business to nearly $12 million, including $6 million in consulting services products that provided annual wrap fees. • Generated $110,000 in profit by closing a corporate executive 162 bonus plan funded with life insurance.

NatCity was a full service investment banking and brokerage firm, and was acquired by PNC Financial Services in 2008.• Tasked with coaching and mentoring four licensed financial consultants in five retail branches.• Grew individual book of business to $20 million, and created a pipeline with over $10 million in potential for new managed dollars.

NatCity was a full service investment banking and brokerage firm, and was acquired by PNC Financial Services in 2008.• Assigned the role of internal wholesaler and technical expert for financial services; traveled a six state territory providing consultative services to clients.• Prepared specialized presentations with recommendations, including complicated tax and estate strategies, to all clients in excess of $1.5 million net worth.• Created a financial planning department from scratch with expert advice and planning with appropriate fees.• Traveled the six state territory and trained all financial advisors on financial planning, presentations and new business development driving growth of plans under management from 0 to 240 in two years.

Master Of Business Administration (Mba), Mba

Bachelor Of Business Administration (Bba), Accounting