Bio
Generated by
Topline AI
Mike Stewart is a seasoned financial professional with a strong background in securities, retirement planning, and portfolio management. With over 30 years of experience, he has worked in various roles, including Business Consultant, Investment Advisor, and Educator. He holds a Bachelor's and Master's degree from the University of Oregon and has expertise in financial planning, asset allocation, and investments.
Experience
-
-
Business Consultant
-
Aug 2020 - Present
-
-
-
SONOSPINE Holdings
-
Scottsdale, Arizona area
-
Business Consultant
-
Sep 2019 - Aug 2020
-
Scottsdale, Arizona area
-
-
-
-
Business Consultant
-
Jan 2015 - Sep 2019
-
-
-
-
Member
-
2006 - 2016
-
-
-
MetLife
-
Lake Oswego, OR
-
Investment Advisor
-
Mar 2007 - Jan 2015
-
Lake Oswego, OR
-
-
-
Private/Public Equities Firm
-
Portland, Oregon
-
Senior Investment Advisor / VP
-
Oct 2002 - Mar 2007
-
Portland, Oregon
-
-
-
-
Investment Advisor
-
1996 - 2002
-
-
-
Cort MacKenzie Securities
-
Virgina & Oregon
-
Portfolio Advisor & Strategist
-
Jun 1990 - Oct 1996
-
Virgina & Oregon
-
-
-
Springfield Public Schools (Oregon)
-
Springfield, Oregon
-
Educator
-
Aug 1976 - Aug 1990
-
Springfield, Oregon
-
-
Education
-
1971 - 1978University of Oregon
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
Looking to Create a Custom Project?
Get Started
Need a custom project? We'll create a solution designed specifically for your project.
References
Community
You need to have a working account to view this content.
Click here to join now