Michael Chiarella Email & Phone Number

I'm Mike Chiarella, a dedicated professional in the financial industry with a strong track record in business development and operations management. Currently, as the Associate Vice President of Business Development for Equity Services, Inc., I apply strategic leadership to spur growth within the Investment Advisory Space.I started my journey with National Life Group in 2019 as Director of Advisory Operations, taking charge of our asset management platform powered by Envestnet. My previous experiences at City National Rochdale and New York Life's Registered Investment Advisor, Eagle Strategies, have provided me with deep insights and a solid understanding of the financial sector, enabling me to add significant value at every turn.I'm proud of my academic achievements, which include a BA in History and an MBA with a focus on Finance from Rutgers University. In addition to these, I hold Series 7, Series 24, Series 66, Series 4, Series 52, and Series 53 securities registrations, demonstrating my commitment to continuous learning and professional development.I am adept at identifying opportunities for growth and enhancement, and I take pride in my innovative approach and industry expertise, which continue to fuel progress and success in my career and in the organizations I serve.

Listed skills include Investments, Wealth Management, Life Insurance, Sma, and 15 others.