Mike I Carlone

National Sales Director

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Location:

11 Muirfield Dr, Manalapan, NJ 07726

Industry:

Investment Management

Work:

Blueprint Investment Partners Llc
National Sales Director
Equinox Funds Apr 2012 - Nov 2019
Investment Products Manager
Morgan Stanley Nov 2009 - Apr 2012
Manager
Lincoln Financial Distributors Feb 1, 2008 - Jun 1, 2009
Regional Marketing Director
Morgan Stanley Feb 1, 2006 - Feb 1, 2008
Internal Annuity Specialist

Education:

Rutgers University 1999 - 2003
Bachelors, Bachelor of Arts, Media Studies, History, Journalism Old Bridge High School

Skills:

Investments
Mutual Funds
Financial Advisory
Retirement Planning
Fixed Annuities
Portfolio Management
Retirement
Financial Services
Fixed Income
Insurance
Financial Planners
Etfs
Trading
Series 7
Series 63
Management
Employee Benefits
Wealth Management
Alternative Investments
Finance
Asset Management
Asset Allocation
Securities
Equities

Mike Carlone

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Student At Villanova University

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Location:

Greater Philadelphia Area

Industry:

Financial Services