Who is Michael Gosney? Overview
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Michael Gosney is listed as Senior Wealth Advisor at Mariner, based in New Albany, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Michael Gosney.
Michael Gosney previously worked as Wealth Advisor at Mariner Wealth Advisors and Associate Wealth Advisor at Mariner Wealth Advisors. Michael Gosney holds Bachelor Of Science Degree, Business; Finance, Mathematics Minor from Indiana University-Southeast.
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Email format at Mariner
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Mariner
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Profile bio
About Michael Gosney
As a Senior Wealth Advisor, I create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. I am an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.Responsibilities include:• Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs• Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals• Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios• Participate in building new client relationships in collaboration with strategic partners• Commitment to advanced continuing education and team development at all levels• Train and mentor associates across the wealth advisory team
Current workplace
Michael Gosney's current company
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8 roles
Michael Gosney work experience
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Senior Wealth Advisor
CurrentInvestment Advisory Services are offered through Mariner, LLC, a SEC Registered Investment Adviser.
Jan 2024 - Present
Wealth Advisor
Jan 2021 - Dec 2023
Associate Wealth Advisor
- Prepare customized comprehensive financial plans and portfolios
- Assist Senior Wealth Manager to provide comprehensive wealth management advice to high net worth clients
- Work with other departments to ensure the accuracy of client information
- Assist in retaining and building client relationships
Feb 2019 - Dec 2020
Portfolio Administrator
Martin Financial Group, Llc
Maintain CRM database, portfolio reporting, and management systemsResearch and analysis on securities for current/future holdingsServe on Investment Committee discussing investment policies and strategiesMaintain office technology and hold workshops to train and keep staff informedLicenses, Registrations & Certifications include:FINRA Series 7 - General.
May 2012 - Jan 2019
Investments Intern
Martin Financial Group, Llc
Dec 2011 - May 2012
Easy Tech Associate
Increase marginal revenue by average of 3.4% each year over span of employment Average $20,000 in services sold each year Deals with $1,000 in cash each day
Nov 2007 - Mar 2012
Compensation Analyst Intern
Managed over 300 clients in the process of their surveys Answered multiple phone lines and provided service through email and phone calls
May 2011 - Jul 2011
1 education record
Michael Gosney education
FAQ
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What company does Michael Gosney work for?
Michael Gosney works for Mariner.
What is Michael Gosney's role at Mariner?
Michael Gosney is listed as Senior Wealth Advisor at Mariner.
Where is Michael Gosney based?
Michael Gosney is based in New Albany, Indiana, United States while working with Mariner.
What companies has Michael Gosney worked for?
Michael Gosney has worked for Mariner, Mariner Wealth Advisors, Martin Financial Group, Llc, Staples, and Mercer.
How can I contact Michael Gosney?
You can use AeroLeads to view verified contact signals for Michael Gosney at Mariner, including work email, phone, and LinkedIn data when available.
What schools did Michael Gosney attend?
Michael Gosney holds Bachelor Of Science Degree, Business; Finance, Mathematics Minor from Indiana University-Southeast.
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