Jon-Michael Plennert
Gestionnaire de Portefeuille-Actions chez Indiana Trust & Investment Management Co.
Profil
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.
Postes actifs de Jon-Michael Plennert
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/01/2014 |
Formation de Jon-Michael Plennert
| Miami University | Undergraduate Degree |
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Entreprise privées
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
