A lifelong resident of Omaha, Michael is a product of the Midwestern work ethic and values Nebraskans are known for. While working full-time with First Data Corporation, Michael earned a B.S. in Business Administration with concentrations in Business Finance, Banking & Financial Markets, and Investment Science & Portfolio Management from the University of Nebraska at Omaha.Michael has worked in the financial services industry for nearly two decades, shifting to investment-related roles in 2016 with TD Ameritrade as a Financial Representative, where he developed his fundamental investment knowledge. Joining Morgan Stanley in 2017 as a Client Service Associate, he provided exceptional support by understanding individual client needs and offering client-specific solutions.Michael prides himself on setting the industry standard in client service. A commitment to earning client trust and confidence gives clients the comfort and time required to concentrate on their family and personal goals. This desire for unmatched client satisfaction is a driving force behind Michael’s daily goals and is key in building long-term relationships.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.
Listed skills include Interpersonal Skills, Communication, Attention To Detail, Record Of Dependability, and 22 others.