Jim Neumeyer
Profile
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.
Former positions of Jim Neumeyer
Companies | Position | End |
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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. | Portfolio Manager-Equities | - |
Training of Jim Neumeyer
Spring Arbor University | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 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 |
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