Mitchell Green

Vice President, Portfolio Manager

Mitchell Green has extensive experience in the financial services industry, having held various positions across several reputable firms. Notable roles include AVP, Financial Solutions Advisor at Merrill Edge from July 2015 to June 2019, Financial Advisor at Morgan Stanley from June 2019 to March 2021, and currently serving as Vice President, Portfolio Manager at Regions Bank since January 2023. Mitchell's background also includes positions as a Financial Consultant at E*TRADE Financial and AVP, Financial Advisor at SunTrust Investment Services, Inc. Educational qualifications include a Master's degree from Penn State University, a BBA from the University of Houston, and an MBA from Mercer University - Stetson School of Business and Economics.

Location

Atlanta, United States

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