Jon-Michael Plennert
Gestore di Portafoglio-Azioni presso Indiana Trust & Investment Management Co.
Profilo
Mr. Jon-Michael Plennert is a Vice President & Investment Advisor at Indiana Trust & Investment Management Co. As an Investment Advisor, he assists clients with financial planning, portfolio management and investment advisory services.
Prior to joining Indiana Trust, he gained financial industry experience working as a fund accountant for a global bank and a premium services representative for a brokerage firm, servicing high net worth clients.
He obtained a Bachelor of Science Degree from Miami University in 2007, with a finance concentration.
Posizioni attive di Jon-Michael Plennert
Società | Posizione | Inizio |
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Indiana Trust & Investment Management Co.
Indiana Trust & Investment Management Co. Investment ManagersFinance Indiana Trust & Investment Management Co. (Indiana Trust) is an independent investment management firm headquartered in Mishawaka, Indiana. The firm was co-founded by Gary Renaud in 1988. Indiana Trust provides wealth management and advisory solutions to individuals and families, business retirement plans, non-profit organizations and foundations. | Gestore di Portafoglio-Azioni | 01/01/2014 |
Formazione di Jon-Michael Plennert
Miami University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Indiana Trust & Investment Management Co.
Indiana Trust & Investment Management Co. Investment ManagersFinance Indiana Trust & Investment Management Co. (Indiana Trust) is an independent investment management firm headquartered in Mishawaka, Indiana. The firm was co-founded by Gary Renaud in 1988. Indiana Trust provides wealth management and advisory solutions to individuals and families, business retirement plans, non-profit organizations and foundations. | Finance |
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