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Patrick Michel profile image

Patrick Michel

Financial Advisor at Merrill Lynch
Intro Book
Seasoned financial advisor with 31 years of experience in wealth management and retirement planning.
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Location
Pickerington, Ohio, United States, US
Skills
  • Series 7
  • Retirement Planning
  • Wealth Management
  • Retirement Income Strategies
  • Asset Allocation
  • Show all
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Bio

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Patrick Michel is a seasoned financial professional with 31 years of experience in financial advisory, wealth management, and retirement planning. He has held senior roles at Merrill Lynch and has expertise in Series 7, Series 63, and other financial certifications. Michel has also managed commercial vehicle equipment distribution and worked in family businesses.

Experience

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Sep 1992 - Present

      http://fa.ml.com/themichelmann

    • Vice President CRPC, CSNA, CFM
      • Sep 1992 - Present

      Financial Advisor at Merrill LynchVice President CRPC, CSNA, CFM

  • The Crown Divisions of The Allen group
    • Wooster, Ohio
    • Marketing and Sales Manager Equipment Distribution
      • Jul 1990 - Sep 1992
      • Wooster, Ohio

      Marketing and Sales of commercial vehicle equipment to distributors in the United States and Canada.

  • BWD Automotive Corp. Division of Echlin Corpora...
    • Midwest United States
    • Regional Sales Manager
      • Jul 1976 - Jun 1990
      • Midwest United States

      Positions included Regional Sales Manager in 2 different Midwest Regions and Director of Sales Administration and Planning with direct reporting to the Vice President of Sales.Responsibilities included managing, forecasting, administration, and marketing of all regional activities.

  • Michel's Garage and Body Shop
    • Louisville, Ohio
    • Family Business
      • Jan 1968 - Jun 1976
      • Louisville, Ohio

      Activity involved in this family business until college graduation

Education

  • 1968 - 1971
    Kent State University
  • 1968 - 1971
    Saint Thomas Aquinas High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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