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Michael Mitchell Email & Phone Number
Director Of Operations and Trading
at
GreenUp Wealth
1 work email found
@spotlightassetgroup.com
1 phone found area 206
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Director Of Operations and Trading
Location
Greater Chicago Area, United States, United States
Company size
Who is Michael Mitchell? Overview
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Quick answer
Michael Mitchell is listed as Director Of Operations and Trading at GreenUp Wealth, a company with 20 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at spotlightassetgroup.com, phone signal with area code 206, and a matched LinkedIn profile for Michael Mitchell.
Michael Mitchell previously worked as Director Of Operations & Trading at Greenup Wealth and Chief Operating Officer and Director of Financial Planning at Spotlight Asset Group, Inc.. Michael Mitchell holds Bachelor Of Science In Business, Finance from Indiana University - Kelley School Of Business.
Company email context
Email format at GreenUp Wealth
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{last}@spotlightassetgroup.com
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Profile bio
About Michael Mitchell
I am a dedicated investment professional and operations leader with 18 years of accomplishments. My financial and investment expertise includes Investment Advisory, Financial Risk, Trading, Mutual Funds, and Retirement and Estate Planning. I have significant experience in a full range of client services and organizational leadership. My entrepreneurial spirit combines with my sound planning skills to support impressive gains in highly competitive financial markets.My special business strengths include: Operations Leadership | Financial Advisory | Communications | Project Management | Coaching and Mentoring | Business Development | Regulatory Compliance | Trading | Business Process Improvement | Cross-functional Team Leadership | Client Relationship Management | Performance Reporting, CRM, and Financial Planning Software.I stand apart from my colleagues because I have a solid understanding of the registered investment advisor space from a perspective of a start-up as well as a more established top company. I have worked in multiple aspects including sales as a wealth advisor, support as a financial planner, and operations as the head of operations. I understand how the pieces of companies should work together and speak the same language to achieve the common goal of customer success.I am interested in taking the next step in my professional journey in a challenging and rewarding role. If you seek an energetic, dynamic, and creative leader, I invite you to connect with me and review my profile in-depth.
Listed skills include Wealth Management, Financial Planning, Strategic Financial Planning, Financial Services, and 8 others.
Current workplace
Michael Mitchell's current company
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Greenup Wealth
5 roles
Michael Mitchell work experience
A career timeline built from the work history available for this profile.
Director Of Operations & Trading
CurrentAs the Director of Operations & Trading at GreenUp Wealth Management, I lead and oversee the operational excellence of our registered investment advisory firm. My role is pivotal in ensuring that our operations run seamlessly, while adhering to regulatory standards and delivering exceptional service to our clients.Key Responsibilities:Strategic Leadership.
Oct 2021 - Present
Chief Operating Officer And Director Of Financial Planning
Designed and led growth for newly-formed asset management company, focusing on high-touch client service and consistent financial outcomes. Acted as strategic thought leader and essential member of the Executive Leadership Team in the development and execution of short- and long-term investment strategies, financial advisory, asset growth, and marketing..
May 2017 - Sep 2020
Financial Planner
Liaised closely with clients to learn their goals and create paths to achieve the goals. Collaborated with the Wealth Manager to identify investment opportunities and strategies for high-net-worth individuals. * Successfully managed full financial planning and guidance for books of business totaling more than $500m.* Strengthened the Planning Team in the.
Oct 2013 - May 2017
Associate Wealth Manager
Wealthquest Corp
Collaborated with clients to plan goal-driven, customized investment strategies. Gathered, analyzed, and evaluated large sets of data, creating Monte Carlo simulations and investment recommendations. * Partnered with the Wealth Manager in the Chicago office to assist in management of the clients as well as asset growth through new client sales.* Opened new.
Mar 2013 - Sep 2013
1 education record
Michael Mitchell education
FAQ
Frequently asked questions about Michael Mitchell
Quick answers generated from the profile data available on this page.
What company does Michael Mitchell work for?
Michael Mitchell works for GreenUp Wealth.
What is Michael Mitchell's role at GreenUp Wealth?
Michael Mitchell is listed as Director Of Operations and Trading at GreenUp Wealth.
What is Michael Mitchell's email address?
AeroLeads has found 1 work email signal at @spotlightassetgroup.com for Michael Mitchell at GreenUp Wealth.
What is Michael Mitchell's phone number?
AeroLeads has found 1 phone signal(s) with area code 206 for Michael Mitchell at GreenUp Wealth.
Where is Michael Mitchell based?
Michael Mitchell is based in Greater Chicago Area, United States, United States while working with GreenUp Wealth.
What companies has Michael Mitchell worked for?
Michael Mitchell has worked for Greenup Wealth, Spotlight Asset Group, Inc., Creative Planning, and Wealthquest Corp.
How can I contact Michael Mitchell?
You can use AeroLeads to view verified contact signals for Michael Mitchell at GreenUp Wealth, including work email, phone, and LinkedIn data when available.
What schools did Michael Mitchell attend?
Michael Mitchell holds Bachelor Of Science In Business, Finance from Indiana University - Kelley School Of Business.
What skills is Michael Mitchell known for?
Michael Mitchell is listed with skills including Wealth Management, Financial Planning, Strategic Financial Planning, Financial Services, Investment Advisory, Investment Management, Investment Strategies, and Business Planning.
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