Joseph Michael

Joseph Michael Email and Phone Number

Head of Advanced Markets at Gideon Strategic Partners @ Gideon Strategic Partners
santa monica, california, united states
Joseph Michael's Location
Branford, Connecticut, United States, United States
Joseph Michael's Contact Details

Joseph Michael personal email

n/a
About Joseph Michael

"A thoughtful consistency is the hallmark of a disciplined mind."Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor.

Joseph Michael's Current Company Details
Gideon Strategic Partners

Gideon Strategic Partners

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Head of Advanced Markets at Gideon Strategic Partners
santa monica, california, united states
Website:
gideonsp.com
Employees:
32
Joseph Michael Work Experience Details
  • Gideon Strategic Partners
    Head Of Advanced Markets
    Gideon Strategic Partners Jul 2019 - Present
    Santa Monica, Ca
    Technical support services for tax-preferred wealth accumulation and preservation strategies, and inter-generational wealth transfer strategies. Expertise includes Private Placement Life Insurance and Private Placement Annuities.Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Gideon Strategic Partners is independently owned and operated.Third-party posts found on this… Show more Technical support services for tax-preferred wealth accumulation and preservation strategies, and inter-generational wealth transfer strategies. Expertise includes Private Placement Life Insurance and Private Placement Annuities.Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Gideon Strategic Partners is independently owned and operated.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. Show less
  • Winged Keel Group
    Senior Design Analyst
    Winged Keel Group Aug 2000 - Jun 2019
    Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in New York, San Francisco, Boston, and Washington DC, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.

Joseph Michael Skills

Investments Retirement Planning Insurance Estate Planning Project Management Life Insurance Fixed Annuities Financial Modeling Microsoft Excel Variable Life Monte Carlo Simulation Intergenerational Wealth Transfer Monte Carlo Simulations Private Placement Life And Annuity Private Placement Life Insurance

Joseph Michael Education Details

Frequently Asked Questions about Joseph Michael

What company does Joseph Michael work for?

Joseph Michael works for Gideon Strategic Partners

What is Joseph Michael's role at the current company?

Joseph Michael's current role is Head of Advanced Markets at Gideon Strategic Partners.

What is Joseph Michael's email address?

Joseph Michael's email address is jm****@****eel.com

What schools did Joseph Michael attend?

Joseph Michael attended Harvard University, Oak Park & River Forest High School.

What are some of Joseph Michael's interests?

Joseph Michael has interest in Thinking Fast And Slow, Robert Frost's Poetry, Mozart, Musical Favorites Include, Daniel Kahneman, Benny Goodman, At Home In The Universe.

What skills is Joseph Michael known for?

Joseph Michael has skills like Investments, Retirement Planning, Insurance, Estate Planning, Project Management, Life Insurance, Fixed Annuities, Financial Modeling, Microsoft Excel, Variable Life, Monte Carlo Simulation, Intergenerational Wealth Transfer.

Who are Joseph Michael's colleagues?

Joseph Michael's colleagues are Pegah Rahmani, Will Gallon, Spencer Anmuth, Trevor E. Charlston, Salim Admon, Wyatt Chase, Jolie Karunuñgan.

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