Michael O. Email & Phone Number

Seattle, Washington, United States

● What I doMichael is passionate about helping clients realize their goals and dreams through their financial resources. He is an adventurer at heart and loves developing relationships with his clients. Michael particularly enjoys learning about the adventures and life stories of the families he serves. His passion is reflected in the care he puts into managing clients cash flows, investments, and retirement plans.Before joining EQ Wealth Management in 2024, Michael served as Vice President, Financial Consultant in the Private Client Group at Fidelity Investments in Seattle. In this role, Michael specialized in delivering comprehensive wealth management services tailored to the needs of High-Net-Worth families. Michael was responsible for the investment and financial planning of a select group of clients representing approximately $1 billion of assets under advisement.● Practice Focus▹ Boeing Managers & Executives Benefit Analysis▹ Executive Compensation Consulting▹ Open Enrollment Consulting▹ Retirement Planning▹ VLO Consulting▹ Investment Management▹ Income Distribution Strategies▹ Concentrated Stock Consulting▹ Stock Option Strategies▹ Wealth Transfer and Estate Planning● Please feel free reach out with any questions you may have or to set up a complementary consultation.💻 Info@EQ-WM.com☎ 425-434-1000 EQ LLC, dba EQ Wealth Management is an SEC registered investment advisor.

· Attains designated business goals (Net-Promoter and Loyalty, Household Acquisition, Development, and Retention) at an individual level as well as a branch level.· Identifies, executes and follows up on opportunities to gather additional client assets while providing client centered discussions.· Initiates customer relationships with current clients and prospective clients through lead utilization, local market development, seminars and community involvement.· Cross sells Fidelity products and services.· Organizes and assists with the delivery of local branch seminars and ensures appropriate follow-up from these seminars.· Participates in execution of local marketing development plan.· Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers'​ best interests.· Introduces clients to investment strategies and works with client to develop financial plan leveraging the appropriate Guidance tools· Positions appropriate products in the context of current needs as well as customer's long term financial plans· Fulfills client transactional, investment and service requirements as needed.· Educates outbound prospects or current clients to use technology and channels to monitor, maintain, service and manage their investments.· Partners with other roles to transition clients to proper service model· Manages and serves reactive branch walk-in/phone volumes, as needed.· Drives face to face customer appointments and interactions in the branch as well as outbound phone sale opportunities.· Provides direction to new customers by being responsive to customer needs, inquiries and requests.· Drives customer experience to high levels of satisfaction by adhering to the customer first principles.· Seeks referral opportunities and follows up on leads.

Seattle, Wa

· Identifies, executes and follows up on opportunities to gather additional client assets while engaging in client centered discussions.· Initiates customer relationships through prospecting, lead utilization, local market and community involvement. Helps develop and execute the local market development plans through one on one client meetings and seminars.· Attains designated business goals (Net-Promoter and Loyalty, Household Acquisition, Development, and Retention) at an individual level as well as a branch level.· Leverages tools and resources available to proactively initiate, drive and maintain client engagement. (I.e. Book of Business, email and marketing tools).· Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers' best interest.· Develops long term client relationships by careful planning to meet clients immediate and future needs by providing and demonstrating solid financial planning skills and client centered advice and guidance interactions.· Introduces clients to investment strategies and works with client to develop financial plan leveraging the appropriate Guidance tools.· Positions appropriate products in the context of current needs as well as customer's long term financial plans.· Quarterbacks the client relationship; educates clients on tools including products, guidance channels, service and trading.· Educates outbound prospects or current clients to use technology and channels to monitor, maintain, service and manage their investments.· Drives face to face customer appointments and interactions in the branch as well as outbound phone sale opportunities.

Seattle, Wa

· Attains designated business goals (Net-Promoter and Loyalty, Household Acquisition, Development, and Retention) at an individual level as well as a branch level.· Identifies, executes and follows up on opportunities to gather additional client assets while providing client centered discussions.· Initiates customer relationships with current clients and prospective clients through lead utilization, local market development, seminars and community involvement.· Cross sells Fidelity products and services.· Organizes and assists with the delivery of local branch seminars and ensures appropriate follow-up from these seminars.· Participates in execution of local marketing development plan.· Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers'​ best interests.· Introduces clients to investment strategies and works with client to develop financial plan leveraging the appropriate Guidance tools· Positions appropriate products in the context of current needs as well as customer's long term financial plans· Fulfills client transactional, investment and service requirements as needed.· Educates outbound prospects or current clients to use technology and channels to monitor, maintain, service and manage their investments.· Partners with other roles to transition clients to proper service model· Manages and serves reactive branch walk-in/phone volumes, as needed.· Drives face to face customer appointments and interactions in the branch as well as outbound phone sale opportunities.· Provides direction to new customers by being responsive to customer needs, inquiries and requests.· Drives customer experience to high levels of satisfaction by adhering to the customer first principles.· Seeks referral opportunities and follows up on leads.

Seattle, Wa

· Acts as a primary counter rep (triage walk-ins).· Responsible for educating clients on the services and products available to them to more effectively monitor, maintain, service and manage their investments.· Coordinates overall schedules and appointments for the Financial Consultants and lobby.· Fulfills client transactional informational and service needs.· Sets up, inputs and enters data to the brokerage and shareholder systems which includes account maintenance, processing checks, disbursements, securities, TOAs, priority new account set up conduit to processing groups, cashiering, adjustments, etc.· Responsible for customer literature supplies and inventory management.· Responsible for arranging payment for incidental branch expenses.· Handles outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, etc.· Processes checks, disbursements, securities, TOAs and priority new account set ups.· Acts as a conduit to processing groups, cashiering, adjustments, etc.· Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies.· Serves as quality control point to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements.· Assists with seminar preparation and enrollment and presents basic seminars· Responsible for fundamental guidance (simple planning, appointments).· Identifies additional customer needs and introduces additional Fidelity products and services.· Provides investment information/guidance to Mass Market.· Works closely with manager and other representatives to recognize opportunities to retain and build Fidelity assets.