Michael Easley Email & Phone Number

Portland, Oregon, United States

Portland, Oregon Metropolitan Area

Answering client questions about financial plans and strategies and giving financial advice. Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

Portland, Oregon Metropolitan Area

Serve as an effective conduit, connecting regional team members to the VA, CNS leadership, partners, and each other. As a front-line resource to regionally-based team members, manage incoming questions, requests, and needs and see them through to conclusion. Manage regional conference room and office reservations for team members traveling outside of Oregon. Facilitate and participate in regular team meetings, including virtual meetings and quarterly in-person visits to Oregon. Creates and… Show more Serve as an effective conduit, connecting regional team members to the VA, CNS leadership, partners, and each other. As a front-line resource to regionally-based team members, manage incoming questions, requests, and needs and see them through to conclusion. Manage regional conference room and office reservations for team members traveling outside of Oregon. Facilitate and participate in regular team meetings, including virtual meetings and quarterly in-person visits to Oregon. Creates and delivers high-quality professional reports, presentations, and other documents for internal and external audiences. Show less

Lake Oswego, Oregon

A sales role calling on new people on a day-to-day basis to quickly form relationships, and through those relationships, set appointments. The sales approach is always persuasive and never a hard sell. FMT Solutions help financial advisors grow their book of clients by providing them with a turnkey content marketing system that connects them with pre-qualified and highly motivated prospects who are looking to improve their financial lives.

Greater Seattle Area

A supervisory position. I facilitated between 5-16 new and returning staff members each week for the summer program and hosted about 1,620 campers over three years in the leadership position. Flexibility and adaptability was key in a job where my responsibilities included dealing with high stress situations that could happen at any moment. Example: camp security and safety, injured kids, campers running away, homesickness, parental problems, counselor conflicts and more.