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Kirk Novak
Kirk Novak
Vice President - Portfolio Manager and Business Development Officer | Bank of Ann Arbor
Ann Arbor, Michigan, United States
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.
Kirk Novak
Work Experience
Vice President - Portfolio Manager and Business Development Officer at
Bank of Ann Arbor
June 2023 - Present
Vice President, Financial Consultant at
Charles Schwab
December 2021 - June 2023
Wealth Management Advisor at
TIAA
January 2015 - November 2020
Financial Specialist at
Pnc Bank
January 2014 - December 2014
Financial Advisor at
Merrill Lynch/Wfc/L. Inc.
September 2010 - December 2013
Owner at
Northern Angler Inc
October 2003 - May 2010
Branch Manager at
Block Advisors
May 2000 - March 2003
Registered Representative at
H And R Block Financial Advisors
December 1991 - May 2000
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
******@boaa.com
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