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EXECUTIVE PROFILE
Key achievements:
Expert in mergers, acquisitions, investments and deal structuring
Seasoned financial sales professional with experience helping business owners
Skilled leader committed to optimizing middle-market business transactions
Wide-ranging financial knowledge, coupled with an entrepreneurial business sense, helps Michael grasp the fundamentals of a complex company or security and then effectively present this valuable asset for sale to both institutional and business investors. Michael believes that maximizing favorable results is not so much a factor of luck, but rather an ethic built on honesty, productive hard work and proper salesmanship.
He has more than a decade of experience working in the financial services industry. Michael began his career as a securities specialist, maintaining client bank trading and portfolio realignment in the trust department of SEI Investment Company's suburban Philadelphia office location. Subsequently, he held positions as a financial advisor, bond salesman and mortgage loan officer.
Michael has held Series 7, Series 63 and Series 65 security licenses, as well as an insurance license. He earned a bachelor's degree in business administration from Saint Joseph's University. | 