Director Of Compliance And M And A
Destiny Wealth Partners
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Michael M. Email & Phone Number
Director of Compliance and M and A
at
Destiny Wealth Partners
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✓ Verified Jun 2026
2 data sources
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Current company
Destiny Wealth Partners
Role
Director of Compliance and M and A
Location
United States, United States, United States
Who is Michael M.? Overview
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Quick answer
Michael M. is listed as Director of Compliance and M and A at Destiny Wealth Partners, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Michael M..
Michael M. previously worked as Director of Compliance & M&A at Destiny Wealth Partners and Managing Director Of Operations & Client Services at Michol Corp.
Profile bio
About Michael M.
Areas of Expertise:Asset Classes include Equity, Private Equity, Fixed Income including CMO’s, Bank Credit Instruments, CommoditiesTrade Administration including trade rebalancing & allocationBusiness Strategy, Scalability, & ExpansionCorporate & Operations ManagementBudgetsBuilding management Class ActionsSystems, Corporate, and Operations & Staff OptimizationFront, Middle, and Back Office ManagementRisk Identification & MitigationVendor Management Domestic and International Bank ManagementTeam BuildingTechnology Innovation IntegrationPortfolio Management & Order management Conversions & InstallationsDisaster Planning & ExecutionAgreement Negotiation & ExecutionRFP ManagementProject ManagementPoxy ManagementInternational Projects and deal negotiations. Global locations include Spain and UAESalesforce Eclipse OrionSoftware Support Knowledge:Advent Products including MOXY and AXYSBlack DiamondBloombergFactSetFiserv APLOneViewSecurity APLINDATA OmgeoAlertSWIFTBroadridge ProxyCustody Systems including Schwab, TD, Merrill Lynch, Fidelity, and othersQuickBooksZoomWealthScape
Current workplace
Michael M.'s current company
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Destiny Wealth Partners
5 roles
Michael M. work experience
A career timeline built from the work history available for this profile.
Director Of Compliance & M&A
Current
Destiny Wealth Partners
Destiny Wealth Partners is a SEC Registered Investment firm that manages Separately Managed Accounts, and Family Office Services.
Apr 2022 - Present
Managing Director Of Operations & Client Services
Michol Corp
Jan 2013 - Apr 2022
Chief Operating Officer
Integre Advisors - Sec Registered Investment Firm
Integre Advisors was a SEC Registered Investment firm that manages Separately Managed Accounts, and Family Office Services.
Apr 2005 - Dec 2012
Principal, Director Of Operations, Cco, & Member Of The Firms Operating Committee
Cramer Rosenthal Mcglynn, Llc - Sec Registered Investment Firm
Cramer Rosenthal McGlynn is a SEC Registered Investment firm that manages Separately Managed Accounts, Hedge Funds, Mutual Funds, and Family Office Services.
Feb 1996 - Dec 2002
FAQ
Frequently asked questions about Michael M.
Quick answers generated from the profile data available on this page.
What company does Michael M. work for?
Michael M. works for Destiny Wealth Partners.
What is Michael M.'s role at Destiny Wealth Partners?
Michael M. is listed as Director of Compliance and M and A at Destiny Wealth Partners.
Where is Michael M. based?
Michael M. is based in United States, United States, United States while working with Destiny Wealth Partners.
What companies has Michael M. worked for?
Michael M. has worked for Destiny Wealth Partners, Michol Corp, Integre Advisors - Sec Registered Investment Firm, and Cramer Rosenthal Mcglynn, Llc - Sec Registered Investment Firm.
How can I contact Michael M.?
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