Michael K. Email & Phone Number

Cleveland/Akron, Ohio Area

• Create and maintain proprietary research process covering 101 individual issuer “creditworthy list”
• Provide written and oral investment notes on “creditworthy list”
• Produce and distribute macro-economic guidance on fixed income asset classes
• Maintain three distinct fixed income strategies reflecting high level guidance
• Coordinate with various lines of business to close new prospects
• Participate in timely and thorough responses to RFPs

Cleveland/Akron, Ohio Area

• Maintain over 2,700 accounts across the United States with a market value over $1.7 billion
• Member of leadership team in organizing creative solutions for large market value clients
• Established and maintain customized database for client service efficiency
• Analyze and review trust agreements and other legal documents
• Perform analysis on pledged accounts to ensure proper administration
• Work with portfolio managers to forecast cash for scheduled distributions and fees

Cleveland/Akron, Ohio Area

• Assist in the acquisition and maintenance of Trust relationships with market values exceeding $500,000
• Work with Trust Officers and Senior Management to ensure Fiduciary duties are met and exceeded
• Served as trainer for new associates to promote consistency of client experience
• Executed and delivered framework for updated national trust associate training manual
• Communicated as a team in a sub-group to complete new associate review handouts
• Present deliverables to managers for review of processes

Broadview Heights, OH

• Ground up client acquisition, implementation, and management
• Prospect new clients by establishing meetings through cold calling and referrals
• Registered Investment Advisor
• Acquisition of Series VI, Series VII, Series 63 and Life / Health Licenses
• Gained in depth knowledge of financial and insurance products
• SuperStarter Award “Outstanding Sales in the First Quarter”

Bachelor Of Arts (Ba), Finance And Economics, 3.65

Activities and Societies: Honorary Member Phi Eta SigmaRelevant Coursework: Business Finance, Options and Futures, International Finance.

Study Abroad, Economics

Problem Based Learning (PBL) course structure presented the opportunity to collaborate with a highly diverse group of individuals in a.