Deep Enrich
Michael Balzer
Sales Representative
339 followers
Nashville, Tennessee, United States
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About me
Director of Analytics at ALLIED MANAGED PROCESSES, LLC
Education
Indiana University Indianapolis
2010 - 2011Bachelor of Business Administration (B.B.A.)Mike attended Indiana University-Perdue University of Indianapolis on a golf scholarship.
University of South Carolina-Beaufort
2011 - 2015Bachelor of Business Administration (B.B.A.) Accounting
Experience
Rides Auto Sales
May 2014 - Aug 2014Sales Representative
Kovalcik & Geraghty Wealth Partners
Jan 2015 - Oct 2016-Investments -Retirement Planning Strategies -Retirement Income Strategies -Cash Flow Management -Tax Planning Strategies -Financial Plan Data Input -Office Efficiency -Client Services
Junior Financial Planner
Jan 2016 - Oct 2016Intern
Jan 2015 - Jan 2016
ALLIED MANAGED PROCESSES, LLC
Feb 2017 - nowDirector Of Analytics
Jun 2021 - nowSenior Business Analyst
Jun 2019 - Jun 2021Financial & Operational Analyst
Feb 2017 - Jun 2019
Licenses & Certifications
Business Analytics
Cornell UniversityMay 2019
Series 65
FINRAMar 2016
Volunteer Experience
Volunteer
Issued by Habitat for Humanity on Nov 2010
Associated with Michael BalzerVolunteer
Issued by Hospice on Jan 2003Associated with Michael BalzerVolunteer
Issued by Dakota Community Bank Good Neighbor Club on Jan 2006Associated with Michael Balzer
Languages
- enEnglish
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