Michael T Erman, Cfa
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Michael T Erman, Cfa Email & Phone Number

AVP-Sales at Independent Life
Location: Orlando, Florida, United States 4 work roles 1 school
1 work email found @harwoodfinancialgroup.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@harwoodfinancialgroup.com
LinkedIn Profile matched
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Current company
Independent Life
Role
AVP-Sales
Location
Orlando, Florida, United States
Company size
9 employees

Who is Michael T Erman, Cfa? Overview

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Quick answer

Michael T Erman, Cfa is listed as AVP-Sales at Independent Life, a with 9 employees, based in Orlando, Florida, United States. AeroLeads shows a work email signal at harwoodfinancialgroup.com and a matched LinkedIn profile for Michael T Erman, Cfa.

Michael T Erman, Cfa previously worked as Financial Analyst at Harwood Financial Group and Brokerage Operations at Td Ameritrade. Michael T Erman, Cfa holds Finance from Florida State University.

Company email context

Email format at Independent Life

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*@harwoodfinancialgroup.com
68% confidence

AeroLeads found 1 current-domain work email signal for Michael T Erman, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Michael T Erman, Cfa

CFA charterholder with extensive analytical, sales, and financial modeling skills seeking employment in the portfolio management or financial planning fieldSkills Highlight:• Financial Modeling – Experienced modeling skills with focus on valuation and forecasting, generating routine reports with analysis for company leadership• Advanced Excel Skills – Including pivot tables, macros, vlookup, etc - frequently produce ad hoc reports as needed by management including productivity reports and sales forecasting models• CFA (Chartered Financial Analyst) Charter Holder – Completed graduate level coursework with intensive study program focused on financial reporting and analysis, economics, corporate finance, and investments• Presentation Skills – Extensive experience presenting analytical reports to management, advice and educational topics to clients, hosting seminars and public speaking events

Listed skills include Asset Allocation, Wealth Management, Financial Analysis, Financial Modeling, and 9 others.

Current workplace

Michael T Erman, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Independent Life
Independent Life
AVP-Sales
fort worth, texas, united states
Website
independent.life
Employees
9
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Company profile
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4 roles · 20 years

Michael T Erman, Cfa work experience

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

Financial Analyst

Harwood Financial Group

Tampa/St. Petersburg, Florida Area

Leadership - Led a diverse team as company expanded. Trained and developed client service team into full-fledged associate advisors with expanded capability and responsibilities. Rebuilt processes and workflows to achieve significant improvements to NIGO and implementation rates. Interviewed technology vendors and collaborated on proprietary software development to introduce new technology solutions to the practice.Portfolio Management - Served on firm’s investment committee, contributed to asset allocation and security selection decisions. Worked directly with lead portfolio manager to design and implement investment strategies. Worked with both quantitative and qualitative strategies, top down and bottom up approaches. Monitored and reported performance, executed trades, and worked on risk control strategies.Financial Planning - Analyzed client portfolios and built proposals for sales staff. Performed comprehensive financial planning, including retirement and income planning, insurance strategies, tax management, and institutional portfolio management. Key driver in sales growth; minimum and average client size doubled during my tenure, and assets gathered per month increased by 70%.

Jun 2014 - 2019

Brokerage Operations

Td Ameritrade

Tampa/St. Petersburg, Florida Area

Jan 2010 - Jun 2014
Team & coworkers

Colleagues at Independent Life

Other employees you can reach at independent.life. View company contacts for 9 employees →

JA James Atkins James Atkins Colleague at Independent LifeOkatie, South Carolina, United States View → TH Todd Hagely Todd Hagely Colleague at Independent LifeBrentwood, Tennessee, United States View → RO Roseline Orelus Roseline Orelus Colleague at Independent LifeJacksonville, Florida, United States View → DH Deborah Hartert Deborah Hartert Colleague at Independent LifeJacksonville, Florida, United States View → EP Elijah Pannell Elijah Pannell Colleague at Independent LifeArtesia, California, United States View → CS Corrine Schulter Corrine Schulter Colleague at Independent LifeTuckerton, New Jersey, United States View → TC Troy Christensen Troy Christensen Colleague at Independent LifeWest Des Moines, Iowa, United States View → KT Kristi Tyler, Cssc Kristi Tyler, Cssc Colleague at Independent LifeOrlando, Florida, United States View →
1 education record

Michael T Erman, Cfa education

FAQ

Frequently asked questions about Michael T Erman, Cfa

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

What company does Michael T Erman, Cfa work for?

Michael T Erman, Cfa works for Independent Life.

What is Michael T Erman, Cfa's role at Independent Life?

Michael T Erman, Cfa is listed as AVP-Sales at Independent Life.

What is Michael T Erman, Cfa's email address?

AeroLeads has found 1 work email signal at @harwoodfinancialgroup.com for Michael T Erman, Cfa at Independent Life.

Where is Michael T Erman, Cfa based?

Michael T Erman, Cfa is based in Orlando, Florida, United States while working with Independent Life.

What companies has Michael T Erman, Cfa worked for?

Michael T Erman, Cfa has worked for Independent Life, Harwood Financial Group, Td Ameritrade, and Ameriprise Financial Services, Inc..

Who are Michael T Erman, Cfa's colleagues at Independent Life?

Michael T Erman, Cfa's colleagues at Independent Life include James Atkins, Todd Hagely, Roseline Orelus, Deborah Hartert, and Elijah Pannell.

How can I contact Michael T Erman, Cfa?

You can use AeroLeads to view verified contact signals for Michael T Erman, Cfa at Independent Life, including work email, phone, and LinkedIn data when available.

What schools did Michael T Erman, Cfa attend?

Michael T Erman, Cfa holds Finance from Florida State University.

What skills is Michael T Erman, Cfa known for?

Michael T Erman, Cfa is listed with skills including Asset Allocation, Wealth Management, Financial Analysis, Financial Modeling, Financial Planning, Investment Advisory, Securities, and Microsoft Excel.

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