Michael D. Email & Phone Number

Hello! Thanks for visiting and I hope you're having a great day!I've been in the financial services industry for over 12 years and I've specialized in retirement services for most of that time. I have experience with retirement accounts, such as IRAs and employer-sponsored retirement plans, with a deep understanding of rules, regulations, and strategies pertaining to contributions, distributions, and beneficiary situations.Having worked extensively with financial advisors and their clients, as well as directly with plan participants, I am familiar with each party's perspective and respective challenges when it comes to handling retirement accounts. I have long been in the position of guiding individuals of varying experience and proficiency through complex processes, rules, and transactions.My interpersonal communication skills coupled with my ability to provide exceptional service constitutes one of my greatest strengths and is one of which I am most prideful. Whether I am working with external customers or collaborating internally with colleagues, building professional relationships by establishing rapport and providing exceptional service is my winning recipe. I find the old adage of "You catch more flies with honey." to be poignantly true and just being nice, even in the face of adversity, yields great results.

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  Supervisor Of Retirement Operations

  Commonwealth Financial Network

  Nov 2015 - Present - San Diego, California, United States