Michael Pratt Email & Phone Number

Irvine, Ca, Us

Irvine, California, United States

Seattle, Washington, United States

Seattle, Washington

Bellevue, Wa

Independent trading. Previously as a primary source of income, currently secondary.

Lakewood, Wa

Worked with members to determine the best financial products in order to meet their current and future needs (or find alternate solutions if the situation called for it). Increased membership and member retention rate through consistently high quality service and relationship building. Was placed on the Harborstone mortgage team (by far the least experienced team member) in order to place outbound calls to uncover additional opportunities for both the company and for the member to save money. Occasionally oversaw branch operations in the absence of a manager.

Renton, Wa

Received life and disability insurance licenses which i still maintain. Marketed myself independently through networking, door to door and cold calling. Worked with Series 7 licensed manager to go over potential clients entire retirement picture and determine ways that our products could help to improve their quality of life by decreasing stress and providing guaranteed income.

Irvine, Ca

Working over the phone, I established trust with people who were not expecting a call and was able to consistently go through the customers financial information with them and find ways for them to save money by refinancing with the company.

Business development through the relationship building process and identifying opportunities to cross-sell.

Bachelor Of Business Administration (B.B.A.), Finance, Marketing

Activities and Societies: Theta Chi Fraternity-General Studies in Business Administration -Higher Level coursework focused on Investment.

Education record