Michael Epstein

Michael Epstein Email and Phone Number

104 Pond Street LLC @
Michael Epstein's Location
Greater Boston, United States, United States
Michael Epstein's Contact Details
About Michael Epstein

Michael has been working in the financial services sector since 1996. The majority of the time spent in the transfer agency. Specifically, Michael was a senior leader managing a mail servicing and remittance processing team with over a hundred employees including six line managers in Rhode Island. Michael acted as the business lead on hardware installations of Banctec Docuscan Image Capture Devices and remittance upgrades. Addionally, in 2012 Michael launched BNY Mellon's business resiliency site in Everett, MA. This included hardware and software site installations as well as full business test of capabilities recovering in the new disaster recovery space. In 2013, Michael moved over to Client Services with responsibilities including multiple management companies like banks, insurance companies, money managers and municipalities. This role concentrates on cross selling opportunities, new product offerings, relationship management, client tours, conversion oversight and transformation deployment. Michael was certified in 2017 as a Six Sigma Green Belt achiever. Most recently, Michael moved out of financial services industry into automotive and farm equipment selling various new and used products, assisting in finance options and helping homeowners and business owners solve complex problems in search of new residential and commercial equipment.

Michael Epstein's Current Company Details
104 Pond Street LLC

104 Pond Street Llc

104 Pond Street LLC
Michael Epstein Work Experience Details
  • 104 Pond Street Llc
    Owner 104 Pond Street Llc
    104 Pond Street Llc Jul 2019 - Present
  • Orlando'S Lawn And Garden
    Head Of Sales
    Orlando'S Lawn And Garden Sep 2018 - Present
    Head of sales for Orlando's Lawn and Garden which includes buying all used certified vehicles at auctions, selling cars to public and assisting with financing options through subprime lending and traditional loans. Authorized dealer of Simplicity, Snapper and Massey Ferguson Tractors and garden equipment like tractors, snowblowers, generators and blowers.
  • Bny Mellon
    Vice President
    Bny Mellon Sep 1997 - Sep 2018
    New York, Ny, Us
    Implementing Robotics Pilot Automation in Transfer Agency. Executing transformational opportunities in the functional operational units. Responsible for maintaining and growing client relationships for BNY Mellon's Transfer Agency business segment. Act as a client advocate for new distribution avenues, product development and overall operational enhancements. Client Service Officer for regulated remittance offering to insurance companies, wealth managers and bank customers. Client implemenation lead on workflow image enhancements for broker dealer subaccounting customer.
    View
  • Putnam Investments
    Shareholder Services Specialist
    Putnam Investments Jun 1996 - Mar 1997
    Responsible for taking shareholder calls, placing trades and general account maintenance inquiries for shareholder services unit of transfer agency.

Michael Epstein Skills

Operations Management Financial Risk Transfer Agency Manage Client Relationships Client Relations Skills Client Presentation Financial Services Mutual Funds Relationship Management Crm Alternative Investments Outsourcing Executive Management Management Client Services Securities

Michael Epstein Education Details

  • Roger Williams University
    Roger Williams University
    General
  • Framingham High School
    Framingham High School

Frequently Asked Questions about Michael Epstein

What company does Michael Epstein work for?

Michael Epstein works for 104 Pond Street Llc

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

Michael Epstein's current role is 104 Pond Street LLC.

What is Michael Epstein's email address?

Michael Epstein's email address is ml****@****mwr.com

What is Michael Epstein's direct phone number?

Michael Epstein's direct phone number is +150864*****

What schools did Michael Epstein attend?

Michael Epstein attended Roger Williams University, Framingham High School.

What skills is Michael Epstein known for?

Michael Epstein has skills like Operations Management, Financial Risk, Transfer Agency, Manage Client Relationships, Client Relations Skills, Client Presentation, Financial Services, Mutual Funds, Relationship Management, Crm, Alternative Investments, Outsourcing.

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