Michael Jabick Email & Phone Number

Westport, Connecticut, United States

Licensed in CT & NY

Fairfield, Connecticut, United States

Fairfield,Ct

Fairfield Ct

Fairfield, Connecticut

Identify target market and increase customer base through cold calling,referrals and educating existing clients about new products . I take all my clients through the process of educating them on their options and designing a plan that best fits their needs and budgets

Financial AdvisorOppenheimer & Co.August 2009 – April 2014 (4 years 9 months)Director of Investments, Omega Portfolio Management – Private Client Division Portfolio Manager in a unique money managed program. Provide comprehensive, customized wealth accumulation, protection and transfer strategies involving investment, tax, retirement, insurance and estate planning. Investment products include stocks, exchange traded funds (ETFs), municipal bonds, structured products, and fund of funds. More than doubled assets under management within first year. More than tripled income over the same period.

Financial Advisor/Financial Planning Specialist – Guided Portfolio Management – Purchase, New York Developed and managed relationships with investors – providing highly individualized strategies to meet their unique needs. Guided Portfolio Management is an elite program which requires advisors to build a book of business among investors with select qualifications. Advisors have a very strong hands-on working relationship in managing the investment portfolios of clients, who typically have sophisticated needs. ACHIEVEMENTS•Excelled in highly rated training program – finished in top 7 in a class of 77. Consistently among the top producers in graduating class. Built book of business to $7 million within first year, earning Blue Chip status. •During first full year of production (2006), earned the Guided Portfolio Management (GPM) designation, at a pace far more rapid than typical within the organization. This permits Advisor to build portfolios with discretion for clients. •Due to the high level of strategic, individualized service, charged 2% management fee, twice the industry standard (of 1%). Retained a high level of clients.

Independent Financial Advisory FirmDeveloped and managed a hedge fund in quick trending market moves and momentum for mid-sized portfolios (>$500k). Fund went both long (< year) and short (< month), used leverage and various option and hedging strategies.

Manhattan

Founded, managed and sold $8M/150 employee NYC-based courier service. Clients included TNT International (later sold to Dutch Post Office), Lucent Technologies and Chevron/Texaco. Expanded services to include economical global freight handling, at one point leased 30 small planes for a single project. •Launched Luggagefree.com, a specialty service offering to send luggage worldwide.