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Michael Wasik Email & Phone Number

Financial Advisor at Northeast Private Client Group | Personal Planning & Business Strategy at Northeast Private Client Group
Location: New York City Metropolitan Area, United States, United States 7 work roles 2 schools
1 work email found @bleakley.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email m****@bleakley.com
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Current company
Northeast Private Client Group
Role
Financial Advisor at Northeast Private Client Group | Personal Planning & Business Strategy
Location
New York City Metropolitan Area, United States, United States

Who is Michael Wasik? Overview

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Quick answer

Michael Wasik is listed as Financial Advisor at Northeast Private Client Group | Personal Planning & Business Strategy at Northeast Private Client Group, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at bleakley.com and a matched LinkedIn profile for Michael Wasik.

Michael Wasik previously worked as Financial Advisor at Northeast Private Client Group and Client Relations Manager at Bleakley Financial Group. Michael Wasik holds Bachelor Of Science - Bs, Business Administration - Finance from Montclair State University.

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Email format at Northeast Private Client Group

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{first}.{last}@bleakley.com
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Profile bio

About Michael Wasik

Michael Wasik is a Financial Advisor at Northeast Private Client Group | Personal Planning & Business Strategy at Northeast Private Client Group. He possess expertise in great personality, accounting, passionate about work, time management, public speaking and 11 more skills.

Listed skills include Great Personality, Accounting, Passionate About Work, Time Management, and 12 others.

Current workplace

Michael Wasik's current company

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Northeast Private Client Group
Northeast Private Client Group
Financial Advisor at Northeast Private Client Group | Personal Planning & Business Strategy
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7 roles

Michael Wasik work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Northeast Private Client Group

Roseland, New Jersey, US

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 BROADHOLLOW ROAD, SUITE 405, MELVILLE NY, 11747, 631-5895400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly.

Aug 2023 - Present

Client Relations Manager

Bleakley Financial Group

Fairfield, New Jersey, US

  • Co-managed approximately $300 million in AUM; maintained and cultivated over 300 client relationships
  • Engaged in ongoing business development, collaborated on strategies for growth, and proactively aided in prospecting and finding new opportunities
  • Delegated tasks, action items, and client requests to appropriate team members; implemented processes to increase team efficiency and ensure timely follow up
Jun 2022 - Jul 2023

Lpl Registered Sales Associate

Bleakley Financial Group

Fairfield, New Jersey, US

  • Developed and enhanced new and existing client relationships through active communication with over 300 households, processed client requests, resolved inquiries, and provided guidance
  • Onboarded new clients, opened accounts, collected information, processed account transfers and money movements; streamlined common tasks to increase turnaround times and increase efficiency
  • Organized and prepared materials for client meetings, maintained client records, and ensured all required documentation and key information remained accurate and current
Jul 2020 - Jun 2022

Investment Research & Planning Analyst

Bleakley Financial Group

Fairfield, New Jersey, US

  • Performed in-depth quantitative and qualitative portfolio analysis for approximately $1.5 billion in AUM
  • Created detailed investment analyses and takeover proposals, which assisted in bringing in over $50 million in new assets
  • Built and maintained analytical models using Morningstar Advisor that detailed portfolio composition and performance relative to benchmarks
  • Responded to requests to process trades and utilize eMoney’s Financial Planning Software to assemble presentation ready retirement and education analyses for clients
May 2019 - Jul 2020

Accounting & Consulting Intern

Ferraioli, Wielkotz, Cerullo & Cuva, P.A.

Pompton Lakes, NJ, US

  • Spearheaded the reconciliation of over $550 million in financial data for Bergen County, while simultaneously creating and maintaining debt schedules
  • Reviewed financial statements and completed yearly audits for 10 different municipalities and public authorities throughout New Jersey
  • Presented creative solutions to clients on various financial and budgetary problems
Jun 2016 - Aug 2017

Sales Associate

Caldwell Nursery
  • Developed strong customer service skills while providing assistance and suggestions to customers during peak seasons
  • Plant Retail, handled cash, closed out register, deliveries and plant drop off
Sep 2013 - Dec 2016
2 education records

Michael Wasik education

Bachelor Of Science - Bs, Business Administration - Finance

Montclair State University

Bachelor Of Arts (B.A.), Business, Organizations & Society And Economics

Franklin & Marshall College
FAQ

Frequently asked questions about Michael Wasik

Quick answers generated from the profile data available on this page.

What company does Michael Wasik work for?

Michael Wasik works for Northeast Private Client Group.

What is Michael Wasik's role at Northeast Private Client Group?

Michael Wasik is listed as Financial Advisor at Northeast Private Client Group | Personal Planning & Business Strategy at Northeast Private Client Group.

What is Michael Wasik's email address?

AeroLeads has found 1 work email signal at @bleakley.com for Michael Wasik at Northeast Private Client Group.

Where is Michael Wasik based?

Michael Wasik is based in New York City Metropolitan Area, United States, United States while working with Northeast Private Client Group.

What companies has Michael Wasik worked for?

Michael Wasik has worked for Northeast Private Client Group, Bleakley Financial Group, Ferraioli, Wielkotz, Cerullo & Cuva, P.A., and Caldwell Nursery.

How can I contact Michael Wasik?

You can use AeroLeads to view verified contact signals for Michael Wasik at Northeast Private Client Group, including work email, phone, and LinkedIn data when available.

What schools did Michael Wasik attend?

Michael Wasik holds Bachelor Of Science - Bs, Business Administration - Finance from Montclair State University.

What skills is Michael Wasik known for?

Michael Wasik is listed with skills including Great Personality, Accounting, Passionate About Work, Time Management, Public Speaking, Financial Analysis, Microsoft Word, and Powerpoint.

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