Michael Lenzo, Cfp® Email & Phone Number

Raleigh, NC, US

Raleigh, NC, US

• Assisted advisors with preparing presentations for client reviews
• Generated asset allocation reports
• Reviewed and summarized Estate documents

Newark, DE, US

• Assisted the director of financial planning with various client tasks
• Inputted clients’ information to project future earnings and taxation
• Worked with advisors to create client investor policy statements

New York, NY, US

• Shadowed advisor during meetings/client reviews
• Went to schools for prospective new clients
• Notified clients when advisor would be on site of the school

• Prepared tax returns for low-income families/individuals through online software.
• Helped client’s start other services such as job training and opening bank accounts.
• Passed IRS certification exam

Hauppauge, NY, US

• Updated clients’ fixed income portfolios (par, book, original face, rate, and maturity date) with in-house software.
• Generated reports of liquidity, net economic value, risk, and shock situations for different rates through Bondedge.
• Listened in on financial strategy calls with clients to assist with their future decision making.
• Analyzed Asset Liability Management reports of Credit Union clients and suggested strategies.
• Participated in training sessions held by Brokers to learn about the type of bonds they trade.

• Coached children and adults while playing games and performing drills.
• Coordinated training schedules for all coaches and campers.
• Emphasized team building exercises for kids to establish selfless mentalities.

-Assembled routes then delivered food to the destinations-Catered barbecues, responsible for cooking and serving the food-Collected money for orders and catered events

Wilmington, Delaware, US

• Designed marketing strategy to engage consumers and establish a network of new customers.
• Increased sales using incentives for consumers to upgrade their seats.
• Created an organizational method using Microsoft Excel to assist in collecting / verifying consumer information.

Olean, NY, US

-Scheduled appointments with clientele-Presented the product, made a sales pitch, and persuaded the customers-Programmed orders into the computer -Performed team exercises to brain storm about new ideas and network