Michael Roy

Michael Roy Email and Phone Number

Wealth Advisor @ Canter Companies
San Diego, CA, US
Michael Roy's Location
Fallbrook, California, United States, United States
Michael Roy's Contact Details

Michael Roy work email

Michael Roy personal email

n/a
About Michael Roy

Highly experienced Sales professional and client relationship manager. With expertise in capital generation, I have delivered nearly $1 Billion in new client assets since 2005. An authentic and transparent leader with expertise in high-net-worth sales and providing investment management solutions to Institutional and Private Clients. Track record of delivering exceptional long-term client service and communicating complex situations while also being a driven individual producer. Expertise in converting new leads to trading clients, managing intricate high-net-worth relationships, and the hiring and talent development of employees.

Michael Roy's Current Company Details
Canter Companies

Canter Companies

View
Wealth Advisor
San Diego, CA, US
Website:
cantercompanies.com
Employees:
22
Michael Roy Work Experience Details
  • Canter Companies
    Wealth Advisor
    Canter Companies
    San Diego, Ca, Us
    View
  • Career Break
    Health And Well-Being
    Career Break Feb 2024 - Dec 2024
  • Canter Wealth
    Professional
    Canter Wealth Feb 2023 - Jan 2024
    La Jolla, Ca, Us
    Presentation, Education & Sales - Advisor training - Operations efficiency - Sales and Operational process Responsible for hosting 2 part educational seminars (8 hours total) on the basics of personal financial planning and taxes. Held in-person meetings with seminar attendees, and conducted full financial planning reviews with new clients.
    View
  • Fisher Investments
    Regional Vice President
    Fisher Investments Jan 2017 - 2023
    Plano, Texas, Us
    View
  • Fisher Investments
    Account Executive Group Manager
    Fisher Investments Jan 2016 - Dec 2016
    Plano, Texas, Us
    View
  • Fisher Investments
    Portfolio Counselor
    Fisher Investments Jan 2011 - Jan 2016
    Plano, Texas, Us
    View
  • Fisher Investments
    Equity Research Specialist
    Fisher Investments Jan 2010 - Jan 2011
    Plano, Texas, Us
    View
  • Fisher Investments
    Client Operations Manager
    Fisher Investments Jul 2008 - Dec 2009
    Plano, Texas, Us
    View
  • Fisher Investments
    Account Executive
    Fisher Investments Sep 2005 - Jun 2008
    Plano, Texas, Us
    View

Michael Roy Education Details

  • Northwestern University
    Northwestern University
    Financial Planning And Services
  • Florida State University
    Florida State University
    Applied Economics

Frequently Asked Questions about Michael Roy

What company does Michael Roy work for?

Michael Roy works for Canter Companies

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

Michael Roy's current role is Wealth Advisor.

What is Michael Roy's email address?

Michael Roy's email address is m.****@****nts.com

What schools did Michael Roy attend?

Michael Roy attended Northwestern University, Florida State University.

Who are Michael Roy's colleagues?

Michael Roy's colleagues are Greg Cummings, Dallas Romo, Kristen Gordon, Kristen Kemble, Reginaldo Alves, Mansuf Peje, Christiane Scott Real Estate Advisor.

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