Mike Menke

Mike Menke Email and Phone Number

Financial Advisor at UnionBanc Investment Services @ Union Bank
san francisco, california, united states
Mike Menke's Location
Scottsdale, Arizona, United States, United States
Mike Menke's Contact Details

Mike Menke work email

Mike Menke personal email

n/a
About Mike Menke

Active Series 6, 7, 63, 66 & 9/10 LicensesAccredited Asset Management Specialist Designation from the College for Financial Planning

Mike Menke's Current Company Details
Union Bank

Union Bank

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Financial Advisor at UnionBanc Investment Services
san francisco, california, united states
Website:
unionbank.com
Employees:
9275
Mike Menke Work Experience Details
  • Union Bank
    Financial Advisor At Unionbanc Investment Services
    Union Bank Sep 2021 - Present
    View
  • Griffin Capital Company, Llc
    Avp Internal Wholesaler
    Griffin Capital Company, Llc Dec 2019 - Jul 2021
    Phoenix, Arizona
    View
  • Merrill Edge
    Vice President | Financial Solutions Team Manager
    Merrill Edge Jun 2014 - May 2019
    View
  • Merrill Edge
    Quality Analyst
    Merrill Edge Mar 2013 - May 2014
    View
  • Merrill Edge
    Financial Solutions Advisor
    Merrill Edge Jul 2011 - Mar 2013
    Chandler
    View
  • Charles Schwab
    Financial Consultant
    Charles Schwab 2004 - 2010
    Managed a practice of over 950 clients using relationship based model. In that role, I delivered advice recommendations as well as enrolled clients in 3rd party and Schwab advice products. I also screened and referred clients to Schwab Bank for mortgages, HELOCs, credit cards and Schwab checking and savings accounts.
  • Life Investors Financial Group, Inc.
    Insurance Sales
    Life Investors Financial Group, Inc. 2002 - 2003
    Sold Life & Health Insurance as well as mutual fund investments.

Mike Menke Skills

Financial Planning Customer Relations Investments Mutual Funds Mortgage Strategic Financial Planning Customer Service Insurance Mortgage Lending Fixed Annuities Portfolio Management Health Insurance Asset Allocation Wealth Management Retirement Planning Investment Advisory Asset Management Life Insurance

Mike Menke Education Details

Frequently Asked Questions about Mike Menke

What company does Mike Menke work for?

Mike Menke works for Union Bank

What is Mike Menke's role at the current company?

Mike Menke's current role is Financial Advisor at UnionBanc Investment Services.

What is Mike Menke's email address?

Mike Menke's email address is me****@****msn.com

What schools did Mike Menke attend?

Mike Menke attended Buena Vista University.

What skills is Mike Menke known for?

Mike Menke has skills like Financial Planning, Customer Relations, Investments, Mutual Funds, Mortgage, Strategic Financial Planning, Customer Service, Insurance, Mortgage Lending, Fixed Annuities, Portfolio Management, Health Insurance.

Who are Mike Menke's colleagues?

Mike Menke's colleagues are David Wong, John Wied, Omar Al-Khateeb, Linda Price, Helga Hughes, Ronak Naaz, Prabhu Menon.

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