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Key achievements:
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Expert in mergers, acquisitions, investments and deal structuring
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Seasoned financial sales professional with experience helping business owners
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Skilled leader committed to optimizing middle-market business transactions
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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.
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