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Kirk Novak

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Kirk Novak

Vice President - Portfolio Manager and Business Development Officer | Bank of Ann Arbor

Ann Arbor, Michigan, United States

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Kirk Novak

Summary

Kirk Novak is an accomplished financial professional with extensive experience in wealth management and business development. Currently serving as Vice President and Portfolio Manager at the Bank of Ann Arbor, he has a proven track record in managing high net worth clients and leading advisory teams. His career spans over two decades in the financial services industry, with previous roles at notable institutions like Charles Schwab and Merrill Lynch. Kirk's expertise in retirement planning and financial consulting positions him as a trusted advisor in his field. He has a strong passion for mentoring new advisors, reflecting his commitment to professional development within the industry. Outside of finance, he has entrepreneurial experience as a former owner of a fly shop, showcasing his diverse interests and skills. Kirk holds a Bachelor of Arts in Financial Administration from Michigan State University, which laid the foundation for his successful career. He is based in Ann Arbor, Michigan, where he continues to make impactful contributions to his organization.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Startup Experience

Kirk Novak

Work Experience

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Vice President - Portfolio Manager and Business Development Officer at

Bank of Ann Arbor

June 2023 - Present

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Vice President, Financial Consultant at

Charles Schwab

December 2021 - June 2023

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Wealth Management Advisor at

TIAA

January 2015 - November 2020

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Financial Specialist at

Pnc Bank

January 2014 - December 2014

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Financial Advisor at

Merrill Lynch/Wfc/L. Inc.

September 2010 - December 2013

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Owner at

Northern Angler Inc

October 2003 - May 2010

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Branch Manager at

Block Advisors

May 2000 - March 2003

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Registered Representative at

H And R Block Financial Advisors

December 1991 - May 2000

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Kirk Novak

Education

Michigan State University, Bachelor Of Arts

January 1987 - January 1991

Frequently Asked Questions about Kirk Novak

What is Kirk Novak email address?

Kirk Novak's primary email address is ******@boaa.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Kirk Novak work for?

Kirk Novak is a Vice President - Portfolio Manager and Business Development Officer at Bank of Ann Arbor, a company specializing in Depository Credit Intermediation.

Where Kirk Novak graduated from?

Kirk Novak holds a degree in Financial Administration from Michigan State University.

How can I directly contact Kirk Novak?

To contact Kirk Novak directly, you can use the email address ******@boaa.com. Complete contact information is available upon registration with Muraena.

Who is Kirk Novak?

Kirk Novak is an accomplished financial professional with extensive experience in wealth management and business development. Currently serving as Vice President and Portfolio Manager at the Bank of Ann Arbor, he has a proven track record in managing high net worth clients and leading advisory teams. His career spans over two decades in the financial services industry, with previous roles at notable institutions like Charles Schwab and Merrill Lynch. Kirk's expertise in retirement planning and financial consulting positions him as a trusted advisor in his field. He has a strong passion for mentoring new advisors, reflecting his commitment to professional development within the industry. Outside of finance, he has entrepreneurial experience as a former owner of a fly shop, showcasing his diverse interests and skills. Kirk holds a Bachelor of Arts in Financial Administration from Michigan State University, which laid the foundation for his successful career. He is based in Ann Arbor, Michigan, where he continues to make impactful contributions to his organization.

Kirk`s contact details

mail

******@boaa.com

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