Michael Barrasso Email & Phone Number
@thirdway.org
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Who is Michael Barrasso? Overview
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Michael Barrasso is listed as Co-Founder and CEO at WealthReach, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at thirdway.org and a matched LinkedIn profile for Michael Barrasso.
Michael Barrasso previously worked as Director of Business Development & Paraplanner at United Financial Planning Group Llc and Account Executive at Linksquares. Michael Barrasso holds Bachelor'S Degree, Finance from Providence College.
Email format at WealthReach
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AeroLeads found 1 current-domain work email signal for Michael Barrasso. Compare company email patterns before reaching out.
About Michael Barrasso
Michael Barrasso is a Co-Founder and CEO at WealthReach. He possess expertise in leadership, business strategy, teamwork, microsoft word, data analysis and 11 more skills.
Listed skills include Leadership, Business Strategy, Teamwork, Microsoft Word, and 12 others.
Michael Barrasso's current company
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Michael Barrasso work experience
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Director Of Business Development & Paraplanner
CurrentUnited Financial Planning Group is a fee-only, financial planning, wealth management, and tax advisory firm responsible for managing over $270 million in client assets. United FPG has locations in Hauppauge, Lake Success, and Manhattan, NY, but provides services nationwide.
Account Executive
LinkSquares is an End-to-End AI-Powered Contract Lifecycle Management (CLM) Platform. LinkSquares uses AI to help Legal, Finance, and Operations teams streamline the drafting/negotiation process, while automatically organizing executed agreements into a fully searchable repository with AI.This lets teams automatically track 120+ key dates & clauses (renewals, terminations, indemnity, limitation of liability, data breach notifications, GDPR, you name it).
Associate Account Executive
Business Development Representative
Quota Attainment Q1 2022: 290%Paperless Parts is a Boston-based Series B SaaS company backed by OpenView that is leading the digital transformation for custom part manufacturers. Our cloud-based software platform helps manufacturers to quote faster, increase revenue, and win more business.Our experienced team has backgrounds in manufacturing, mechanical engineering, software, start-ups and national defense.
Business Development Representative
Fundraising Development Consultant
Private Wealth Management Summer Analyst
• Worked with Quickbooks and assisted with reconciliation of client business bank statements• Prepared Profit and Loss statements in Excel for business clients• Utilized CCH Axcess Tax to assist with the preparation of personal income tax returns for various individual clients• Communicated with high net worth individuals • Worked with Salesforce CRM application. Integrated Salesforce with G Suite and Vonage
Business Operations Intern
• Financial Statement Analysis – reported directly to Finance Manager• Implemented new social media promotion service and managed client’s social media accounts on various platforms• Reached out to potential clients and helped to manage current client accounts
Customer Business Planning Intern
• Developed a solution to merge hundreds of customer price lists into one master system, saving the company an immense amount of resources. Presented solution to senior management• Assisted consultants from PwC in creating and implementing a new master trade system• Calculated trade spends and conducted analysis, identified inefficiencies and suggested solutions to sales teams• Scrubbed through company consumption data using Microsoft Excel• Quickly learned and worked with various applications such as Business Objects, TP3, and T-Pro
Private Wealth Management Summer Analyst
Michael Barrasso education
Bachelor'S Degree, Finance
Regents
Frequently asked questions about Michael Barrasso
Quick answers generated from the profile data available on this page.
What company does Michael Barrasso work for?
Michael Barrasso works for WealthReach.
What is Michael Barrasso's role at WealthReach?
Michael Barrasso is listed as Co-Founder and CEO at WealthReach.
What is Michael Barrasso's email address?
AeroLeads has found 1 work email signal at @thirdway.org for Michael Barrasso at WealthReach.
Where is Michael Barrasso based?
Michael Barrasso is based in New York City Metropolitan Area, United States while working with WealthReach.
What companies has Michael Barrasso worked for?
Michael Barrasso has worked for Wealthreach, United Financial Planning Group Llc, Linksquares, Paperless Parts, and Newstore, Inc..
How can I contact Michael Barrasso?
You can use AeroLeads to view verified contact signals for Michael Barrasso at WealthReach, including work email, phone, and LinkedIn data when available.
What schools did Michael Barrasso attend?
Michael Barrasso holds Bachelor'S Degree, Finance from Providence College.
What skills is Michael Barrasso known for?
Michael Barrasso is listed with skills including Leadership, Business Strategy, Teamwork, Microsoft Word, Data Analysis, Spreadsheets, Microsoft Excel, and Business Analysis.
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