Michael Garberich, Cfa Email & Phone Number

Austin, Tx, Us

Carlsbad, Ca

• Help manage a book of 80+ high net worth clients with over $200 million assets in total• Create Financial Plans for each client to understand their financial picture and update annually to continue to track their positioning relative to their long-term goals• Coordinate portfolio reviews with clients to regularly evaluate their investment’s performance toward achieving their long-term goals• Work with individual firms and our research department to identify investment… Show more • Help manage a book of 80+ high net worth clients with over $200 million assets in total• Create Financial Plans for each client to understand their financial picture and update annually to continue to track their positioning relative to their long-term goals• Coordinate portfolio reviews with clients to regularly evaluate their investment’s performance toward achieving their long-term goals• Work with individual firms and our research department to identify investment opportunities that reflect our client’s portfolio needs• Implemented weekly meetings to coordinate objectives with all team members• Developed a methodology to track the team’s investment options and business management metrics Show less

• Managed over 25 independent contractors in the delivery of over 50,000 packages/week• Managed 2 Pickup & Delivery coordinators, 1 Vendor Consolidation Supervisor, and 2 Sort Supervisors • Reported service and productivity numbers daily• Maintained Service levels at or above weekly goals• Communicated daily with customers regarding issues, special requests, shortages, and confirmations• Participated in weekly call with West Coast facilities to analyze service and… Show more • Managed over 25 independent contractors in the delivery of over 50,000 packages/week• Managed 2 Pickup & Delivery coordinators, 1 Vendor Consolidation Supervisor, and 2 Sort Supervisors • Reported service and productivity numbers daily• Maintained Service levels at or above weekly goals• Communicated daily with customers regarding issues, special requests, shortages, and confirmations• Participated in weekly call with West Coast facilities to analyze service and productivity numbers from prior week to critically think and develop corrective action plans Show less