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Jim Neumeyer
Plus aucun poste en cours
Profil
Mr. James Neumeyer is Second Vice President & Wealth Manager at Monroe Bank & Trust Co. He joined Monroe Bank & Trust in July 2003.
He Specializing in retirement plans.
Mr. Neumeyer is a graduate of the Cannon Financial Institute Trust School, and has obtained the designation of Certified Retirement Services Professional.
He has earned an Associate Degree in Business Administration from Delta College, and a Bachelor of Arts Degree in Management and Organizational Development from Spring Arbor University.
He has also completed the academic requirements through Bowling Green State University to become a Certified Financial Planner.
Anciens postes connus de Jim Neumeyer
Sociétés | Poste | Fin |
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Monroe Bank & Trust
![]() Monroe Bank & Trust Investment ManagersFinance Monroe Bank & Trust is a trust company and wealth management firm located in Monroe, Michigan. The firm was founded by Benjamin Dansard and Louis Lafountain in 1858 as Dansard & Son Bank. The firm's name was changed in 1968. | Gestionnaire de Portefeuille-Actions | - |
Formation de Jim Neumeyer
Spring Arbor University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
Entreprise privées | 1 |
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Monroe Bank & Trust
![]() Monroe Bank & Trust Investment ManagersFinance Monroe Bank & Trust is a trust company and wealth management firm located in Monroe, Michigan. The firm was founded by Benjamin Dansard and Louis Lafountain in 1858 as Dansard & Son Bank. The firm's name was changed in 1968. | Finance |