Michael P.

Michael P. Email and Phone Number

AVP Private Banking @ Safra National Bank
Florida, United States
Michael P.'s Location
Miami-Fort Lauderdale Area, United States, United States
About Michael P.

A Financial Service professional, highly motivated individual with a deep interest in financial markets.

Michael P.'s Current Company Details
Safra National Bank

Safra National Bank

View
AVP Private Banking
Florida, United States
Michael P. Work Experience Details
  • Safra National Bank
    Avp Private Banking
    Safra National Bank
    Florida, United States
  • Safra National Bank
    Avp Private Banking
    Safra National Bank Mar 2024 - Present
    New York, Ny, Us
  • Bci Miami
    Iwm Registered Banking Officer
    Bci Miami Apr 2022 - Mar 2024
    Miami, Florida, Us
  • Truist Wealth
    Iwm Investment Associate
    Truist Wealth Jun 2019 - Apr 2022
    Charlotte, North Carolina, Us
  • Suntrust Investment Services, Inc.
    Investment Associate
    Suntrust Investment Services, Inc. Apr 2016 - Jun 2019
    Us
  • E*Trade
    Financial Services Associate
    E*Trade Jan 2015 - Mar 2016
    Us
  • Cleveland Clinic
    Financial Representative
    Cleveland Clinic Oct 2014 - Jan 2015
    Cleveland, Ohio, Us
    -Register and provide financial counseling to High Net Worth patients in a pleasant, professional and timely manner.-Exhibit good communication skills. Able to work with diverse populations under difficult and stressful situations
  • Startup Quest™
    Participant
    Startup Quest™ Aug 2014 - Nov 2014
    2nd place in pitch to commercialize technology in front a panel of six venture capitalist Startup Quest- Broward Tech: NanoShield Position:Financial analyst http://www.sun-sentinel.com/business/careers/fl-startup-quest-pitch-day-20141031-story.htmlStartup Quest™ trains people with college degrees to become entrepreneurs and educates them about opportunities to commercialize technologies developed at Florida’s universities and federal laboratories. Through an intensive 10-week training course led by experienced entrepreneurs and startup mentors, participants develop a go-to-market plan for a real technology selected by the mentors and approved by the various tech-transfer offices. The program is open to people with college degrees who are either unemployed or underemployed, and considering self-employment or working for a startup as a career path
  • National Securities
    Intern
    National Securities Jul 2014 - Aug 2014
    New York, New York, Us
    - Contacted clients and set up meetings, either within an office environment or in clients' homes or business premises.- Assisted clients to make informed decisions- Researched the marketplace and provided clients with information on new and existing products and services.
  • Memorial Healthcare System
    Patient Financial Services Rep
    Memorial Healthcare System Jun 2009 - Jun 2014
    Hollywood, Florida, Us
    - Managed hospital admissions as well as attended daily meetings with management to advise status of admissions.- Served as hospital liaison between various insurance companies.- Rapidly adapt to problems, developing and implementing solutions in high-stress, time sensitive situations.- Worked closely with management in the implementation of financial projects.- Proactively support and collaborate with management on billing measures, ensuring the accuracy and efficient processing of payment information.- Trained colleagues in EPIC software system, including authorizations, admissions, financials and coding.
  • Mmc Amazingdeals Inc
    Internet Sales Manager
    Mmc Amazingdeals Inc Mar 2008 - Aug 2009
    - Oversaw all efforts pertaining to store inventory- Directed all Aspects of Ebay/Amazon sales, including closing sales and handling payments.
  • Broward County Board Of Commissioners
    Lifeguard
    Broward County Board Of Commissioners Feb 2006 - Aug 2007
    - Rescued numerous swimmers in danger of drowning through quick observation and reaction to individual situations, administering first aid when necessary.- Supervised swimming activities, engaging in multitasking monitoring and analysis to prevent potential accidents and ensure all swimmers adhered to safety regulations

Michael P. Skills

Series 7 Series 63 Finance Bloomberg Terminal Financial Analysis Microsoft Excel Microsoft Office Customer Service Ehr Powerpoint Series 65 Series65

Michael P. Education Details

  • Florida International University
    Florida International University
    General
  • Florida International University
    Florida International University
    General
  • Florida International University
    Florida International University
    International Business

Frequently Asked Questions about Michael P.

What company does Michael P. work for?

Michael P. works for Safra National Bank

What is Michael P.'s role at the current company?

Michael P.'s current role is AVP Private Banking.

What schools did Michael P. attend?

Michael P. attended Florida International University, Florida International University, Florida International University.

What skills is Michael P. known for?

Michael P. has skills like Series 7, Series 63, Finance, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, Ehr, Powerpoint, Series 65, Series65.

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