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Michael Marciniak Email & Phone Number

CEO and Founder at Advisor Continuity Solutions
Location: Bradenton, Florida, United States 11 work roles 2 schools
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Current company
Advisor Continuity Solutions
Role
CEO and Founder
Location
Bradenton, Florida, United States

Who is Michael Marciniak? Overview

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Quick answer

Michael Marciniak is listed as CEO and Founder at Advisor Continuity Solutions, based in Bradenton, Florida, United States. AeroLeads shows a matched LinkedIn profile for Michael Marciniak.

Michael Marciniak previously worked as CEO & Founder at Advisor Continuity Solutions and Inspirational Speaker and Author at Mem Consulting. Michael Marciniak holds B.S./ Mba, Finance And Marketing from Northern Illinois University.

Profile bio

About Michael Marciniak

I am pursuing my purpose and passion through speaking, consulting and training. Author of Living Your American Dream. Inspirational keynote speaker. Thirty years management experience with expertise in sourcing, recruiting, hiring, coaching and training Financial Advisors/building franchises for major financial institutions. Strong platform skills.Specialties: expert in platform and presentation skills. Strong leadership and management experience with a proven record of success. Negotiated on behalf of the firm in large settlements.

Listed skills include Series 7, Asset Managment, Strategic Financial Planning, Coaching, and 22 others.

Current workplace

Michael Marciniak's current company

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Advisor Continuity Solutions
Advisor Continuity Solutions
CEO and Founder
Bradenton, FL, US
11 roles · 39 years

Michael Marciniak work experience

A career timeline built from the work history available for this profile.

Ceo And Founder

Advisor Continuity Solutions

Bradenton, Fl, Us

Ceo & Founder

Current
Advisor Continuity Solutions

Bradenton, Florida 34209

Bringing true succession to Advisor succession through a multi-faculty team of leading experts. Duncan McPherson of Pareto Systems, Hugh Massie of DNA Behavior, Carl Latting of Stretch Consulting and myself provide a proven and predictable process by assessing the Practice as well as the human elements of the business. Clients and team members are not lost in transition as a Sr. Advisor brings on board a family member or protege as they begin to plan for retirement to preserve one's legacy.

Sep 2014 - Present

Inspirational Speaker And Author

Current
Mem Consulting

Author of Recover Your American Dream and Living Your American Dream. Keynote speaker and trainer. Practice Management Workshops for Advisors.

Jul 2010 - Present

Sr. Partner / Chief Business Officer

Advisors Ahead Llc.

420 Lexington Avenue Suite 2045 New York, New York 10170

Advisors Ahead is a pioneer in the training and development for college graduates who are energetic, talented and who have a strong desire to be Financial Advisors. Advisors Ahead is a leader in this field, offering Preparatory, Internship and Resident Programs. We currently work with approximately 250 Universities.

Jan 2014 - Apr 2015

Coach/Consultant/Speaker

Mem Consulting Group Llc And Collaborative Partner With Dmw Strategic Consulting

Florida

Coaching, consulting and speaking to inspire, innovate and accelerate people's lives and businesses

Jan 2013 - Jan 2014

Director Of Marketing

Dls Capital Management

Global value equity asset management firm that caters to family office and/or ultra high net worth individuals.

Sep 2009 - Dec 2013

Exec. V.P. /Regional Director

Citigroup-Smith Barney
Jan 2001 - 2009

Sr. V.P./ Branch Manager

built office from 18 advisors to approximately 60 advisors and revenues from $2.8mm to $33mm. became number one office in sarasota area according to mclagan studies.

Nov 1988 - Dec 2000

Branch Manager

Shearson Lehman
1988 - 1994 ~6 yrs

National Training Officer

trained, coached and counciled approximately 800 financial advisors for the then shearon lehman brothers; a predecessor firm of smith barney

May 1986 - Jul 1988

Financial Advisor

financial planning and advice to clients

May 1983 - May 1986
2 education records

Michael Marciniak education

B.S./ Mba, Finance And Marketing

Activities and Societies: beta gamma sigma, national honor society and magnum cum laude I received a B.S Degree in Finance (Magnum Cum.

General Educational Degree, General Studies

Rich Central High School

Earned my degree

FAQ

Frequently asked questions about Michael Marciniak

Quick answers generated from the profile data available on this page.

What company does Michael Marciniak work for?

Michael Marciniak works for Advisor Continuity Solutions.

What is Michael Marciniak's role at Advisor Continuity Solutions?

Michael Marciniak is listed as CEO and Founder at Advisor Continuity Solutions.

Where is Michael Marciniak based?

Michael Marciniak is based in Bradenton, Florida, United States while working with Advisor Continuity Solutions.

What companies has Michael Marciniak worked for?

Michael Marciniak has worked for Advisor Continuity Solutions, Mem Consulting, Advisors Ahead Llc., Mem Consulting Group Llc And Collaborative Partner With Dmw Strategic Consulting, and Dls Capital Management.

How can I contact Michael Marciniak?

You can use AeroLeads to view verified contact signals for Michael Marciniak at Advisor Continuity Solutions, including work email, phone, and LinkedIn data when available.

What schools did Michael Marciniak attend?

Michael Marciniak holds B.S./ Mba, Finance And Marketing from Northern Illinois University.

What skills is Michael Marciniak known for?

Michael Marciniak is listed with skills including Series 7, Asset Managment, Strategic Financial Planning, Coaching, Series 63, Finance, Wealth Management, and Management.

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