Mitchell Berman

Mitchell Berman Email and Phone Number

Senior Financial Advisor at Huntington Financial Advisors @ Huntington Financial Advisors
37 W Broad St, Columbus,Ohio 43215,United States
Mitchell Berman's Location
Mentor, Ohio, United States, United States
Mitchell Berman's Contact Details

Mitchell Berman personal email

n/a

Mitchell Berman phone numbers

About Mitchell Berman

Helping clients with their savings, planning and investment needs.

Mitchell Berman's Current Company Details
Huntington Financial Advisors

Huntington Financial Advisors

View
Senior Financial Advisor at Huntington Financial Advisors
37 W Broad St, Columbus,Ohio 43215,United States
Website:
huntington.com
Employees:
451
Mitchell Berman Work Experience Details
  • Huntington Financial Advisors
    Team Leader
    Huntington Financial Advisors Feb 2015 - Present
    View
  • Huntington Financial Advisors
    Senior Financial Advisor
    Huntington Financial Advisors Feb 2015 - Present
    Cleveland, Ohio, United States
  • Lpl Financial
    Registered Represenative
    Lpl Financial Sep 2010 - Jan 2015
    Advising individuals and educating employees on Group, Voluntary, and Retirement plan benefits. Focusing on liability planning, savings and retirement income needs.
    View
  • Bny Mellon Wealth Management
    Vice President
    Bny Mellon Wealth Management May 2008 - Aug 2010
    Sales Director for BNY Mellon Wealth Management, responsible for new business development in the Ohio region. Worked with individuals and families, and tax-exempt organizations to identify how BNY Mellon Wealth Management’s capabilities could help them reach their wealth & investment management goals.
    View
  • Adp
    Regional Sales Executive
    Adp Jan 2007 - Apr 2008
    Responsible for 16 person Defined Contribution Plan sales team in 14-state midwest region
    View
  • Principal Financial Group
    Director Of Sales
    Principal Financial Group Jul 2004 - Jul 2006
    Sales of 401(k), Profit Sharing, Defined Benefit, 403(b), ESOP and Non—Qualified Deferred Comp plans through financial intermediaries, first to $2 Million + market then to sub-$2 Million + market.
    View
  • Adp
    Sales Director/Sales Manager/District Manager
    Adp Jan 1998 - Jun 2004
    Management and sales of 401(k), Profit Sharing, 529 and Non-Qualified Deferred Comp plans in the midwest.
    View
  • Mercer Global Advisors
    Regional Sales Manager
    Mercer Global Advisors Jan 1996 - Dec 1998
    Responsible for sales of personal financial planning and qualified plans to physicians and dentists in four state region.
    View

Mitchell Berman Skills

Sales Management Relationship Management Team Building Territory Growth/development Sales Presentations Retirement Planning Group Benefit Plans Retirement Employee Benefits Asset Allocation Defined Benefit

Mitchell Berman Education Details

Frequently Asked Questions about Mitchell Berman

What company does Mitchell Berman work for?

Mitchell Berman works for Huntington Financial Advisors

What is Mitchell Berman's role at the current company?

Mitchell Berman's current role is Senior Financial Advisor at Huntington Financial Advisors.

What is Mitchell Berman's email address?

Mitchell Berman's email address is me****@****.rr.com

What is Mitchell Berman's direct phone number?

Mitchell Berman's direct phone number is (800) 205*****

What schools did Mitchell Berman attend?

Mitchell Berman attended The Ohio State University.

What skills is Mitchell Berman known for?

Mitchell Berman has skills like Sales Management, Relationship Management, Team Building, Territory Growth/development, Sales Presentations, Retirement Planning, Group Benefit Plans, Retirement, Employee Benefits, Asset Allocation, Defined Benefit.

Who are Mitchell Berman's colleagues?

Mitchell Berman's colleagues are Nick Carey, Deborah Barnett, Andrea Schmid, Clfp, Anusha Ramineni, Ella Matthews / Assistant Vice President, Margaret Haines, Vicki Matthews.

Not the Mitchell Berman you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.