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Todd Hale's
email & phone

Current Position:

Client Service Administrator at Planning Alternatives

Experience:

14 years

Location:

Bloomfield Hills, Michigan, United States

How to contact Todd Hale

emailh*******d@planningalt.com
phone+1-***-***-7881
LinkedIn
GitHub
X
Pinterest
YouTube

Work Experience

Client Service Administrator at Planning Alternatives

Jun 2025 - Current

Customer Relationship Specialist at Wealth Trac Financial LLC

Feb 2024 - Jun 2025

Client Services Associate at Dahring | Cusmano and Associates

Nov 2021 - Feb 2024

Chase Private Client Banker at JPMorganChase

Aug 2011 - Nov 2021

Education

Bachelor of Arts - BA at Western Michigan University

Traverse City Central High School

Current Company Information Planning Alternatives

Name: Planning Alternatives

Speciality: Financial Planning, Portfolio Management, Retirement Planning, Wealth Management

Location: Birmingham, Michigan, United States

Employees: 10-50

Description: Planning Alternatives provides financial planning, wealth management, investment advisory and portfolio management services to its clients....

Frequently Asked Questions

What is Todd Hale's minimum period of employment in the companies?

Todd Hale's minimum period of employment in various companies is 1 year 4 months.

What is Todd Hale's average duration of employment for different companies?

On average, Todd Hale works for one company for 4 years 7 months

What industries has Todd Hale worked in?

Todd Hale works in the Financial Services.

What positions has Todd Hale held before?

Previously, Todd Hale worked as a Customer Relationship Specialist, and Client Services Associate, and Chase Private Client Banker.

How do I contact Todd Hale?

Todd Hale's email address is h*******d@planningalt.com, phone number is +1-***-***-7881. Sign up to get contact details.

Who is the President/CEO/Director of the Planning Alternatives?

The President/CEO/Director of the Planning Alternatives is Lisette LeClerc Nelson

Who are Todd Hale's peers at other companies?

Todd Hale's peers at other companies are Stephanie and Donna Ward and Katie McKibbins
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Todd Hale Namesakes

Name
Company
Position
T
Technology Advisor
T
Business Risk and Control Manager (Wholesale Bank)
T
Senior Mobile/Web Developer & Technical Lead, Xactware
T
VP of Finance and Accounting, Controller, CPA
T
Business Data Consulting Lead
T
Safety and Health Manager
T
Sales Specialist
T
West Holt Public Schools
Teacher

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