Michael Trefel

Michael Trefel Email and Phone Number

New York, NY, US
Michael Trefel's Location
New York City Metropolitan Area, United States, United States
Michael Trefel's Contact Details

Michael Trefel personal email

Michael Trefel phone numbers

About Michael Trefel

I am a husband, a dad to two amazing girls, and an eternal optimist, who believes that together, through coaching, consulting, and financial education we can achieve anything and change the world in the process. With years of experience as an executive coach, alternative wealth advisor and strategist I founded Loture Financial with a mission to empower families to build and protect their financial freedom, independence and legacy. I started my career on Wall St, working in boiler rooms as a teen, and moving to Goldman Sachs and later to Lehman Brothers, where I was one of the youngest executives, leading Global Technical Strategy for FOREX and Fixed Income departments. There, we created systems and models that took my team to the top of the field, reaching a top 3 rank in the All-American Institutional Investor survey for over 5 years in a row. Then in 2006, I decided to shift my perspective and focus on family and entrepreneurship, and after completing my MBA from NYU, I jumped into Real Estate in early 2007. The experience of 2007/2008 market collapse was a great teacher and a catalyst for the shift in mindset and outlook. Since 2007 I have coached and partnered with multiple entrepreneurs and have been on the advisory board of private equity firms and real estate syndicators.Over the last 10+ years, since the birth of my own kids, I have been focused on the role strong fathers play in our lives and have developed a system to approach family and business as a unified part of an infinite game. This is what I call the Wealthy Family Blueprint. We focus on financial education and wealth creation through infinite banking, guaranteed retirement accounts, and cash-flowing investments. I believe that the blueprint can create a ripple effect and impact families and communities around them for generations.

Michael Trefel's Current Company Details
Accountable Equity - Investor Community

Accountable Equity - Investor Community

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Faculty Partner
New York, NY, US
Michael Trefel Work Experience Details
  • Accountable Equity - Investor Community
    Faculty Partner
    Accountable Equity - Investor Community
    New York, Ny, Us
  • Loture Financial
    Founder
    Loture Financial Mar 2024 - Present
    We are an alternative wealth advisory firm with a mission to empower families to build and protect their wealth, financial freedom, independence, and legacy.Loture Financial - Where wealth blooms for generations
  • Accountable Equity - Investor Community
    Member Of The Board Of Advisors
    Accountable Equity - Investor Community Jun 2023 - Present
    Philadelphia, Pennsylvania, Us
  • Accountable Equity - Investor Community
    Director
    Accountable Equity - Investor Community May 2022 - Aug 2023
    Philadelphia, Pennsylvania, Us
  • Accountable Equity - Investor Community
    Faculty Partner
    Accountable Equity - Investor Community Jan 2021 - Aug 2023
    Philadelphia, Pennsylvania, Us
  • Trefel Consulting
    Founder And Executive Coach
    Trefel Consulting Aug 2007 - Present
    Lead business and financial health reviews to discuss business performance and new opportunities and provide benchmarking data and insights.Coach and consult individuals, teams, and companies for transformational change, spearheading turn-around strategies and improving performance.
  • Ag Management Consulting
    Partner
    Ag Management Consulting Jun 2023 - Sep 2024
  • John Maxwell Team
    Business Coach At Keller Williams And The John Maxwell Team
    John Maxwell Team Sep 2018 - Aug 2022
    Us
  • Trefel & Associates
    Management Consultant And Managing Partner
    Trefel & Associates Apr 2007 - May 2015
    Created a management consultancy to help teams and companies better understand their markets, customers, and products in order to spark innovation and growth.
  • Bloomerent
    Advisory Board Member
    Bloomerent Jun 2013 - Apr 2015
    Advised on vision, go-to-market strategy and branding for a start-up focused on the share economy space. Conceptualized the idea of sharing wedding and event décor between multiple events in order to save clients’ money and help the environment by limiting waste.• Provided strategic financial guidance and direction for forecasting, budgeting and resource allocation.• Creatively solved the go-to-market challenges by creating alternative revenue structure and negotiating partnership agreements with necessary vendors.
  • Flower Elegance
    Executive Coach And Strategic Advisor
    Flower Elegance Apr 2007 - Mar 2014
    Provided market, category and positioning insight for New Jersey’s premier event design company. • Increased revenue by over 300% by repositioning the company into a different market segment, building an e-commerce platform and developing a culture of collaboration and support. • Influenced a shift to customer focus, leading to a dramatic improvement in user engagement. • Transitioned the business into an award-winning and profitable enterprise that resulted in a successful exit of its founders and investors.
  • Aventine
    Senior Management Consultant
    Aventine Jun 2009 - Aug 2011
    Led Management, Sales and Marketing team in a $30-Million-dollar Real Estate development. • Provided research insight into market opportunity, positioning, and pricing and established customer development processes to improve market fit.• Built an effective cross-functional team with a focus on service, leading to 120% increase in revenue and over 20% reduction in costs.
  • Lehman Brothers
    Chief Technical Strategist
    Lehman Brothers May 2000 - Jan 2007
    Us
    Architect of the global Fixed Income and Foreign Exchange based product, focusing on market strategies and risk management initiatives for internal/external clients comprised of the sales force, traders, and several central banks. Proactively managed technical analysis research, client relationships, and fixed income/foreign exchange technical strategies on a global scale focusing on pattern recognition and behavior economics.• Named Top 3 Technical Strategist for four consecutive years on the Institutional Investor All American Survey, 2003-2006• Maintained average returns exceeding 15% across managed portfolio over a six-year period.• Oversaw global technical strategy for Fixed Income (including MBS, ABS, CDO, Munis, Treasuries and US Yields) and Foreign Exchange.• Designed and instituted technical analysis educational program for new associates/analysts.

Michael Trefel Skills

Real Estate Sales Investment Properties Negotiation Valuation Management Real Estate Financing Marketing Strategy Marketing Real Estate Economics Business Development Real Estate Project Management Storytelling Project Management Program Management Product Management Commercial Real Estate Leadership Competitive Analysis Entrepreneurship Investments Asset Management Strategy Project Portfolio Management Start Ups Presentations Crm Customer Relationship Management Business Planning Business Strategy Business Analysis Category Insights Data Analysis Sql Wireframing Public Speaking Executive Coaching Coaching Leadership Development Productivity Coaching Transformational Life Coaching Consulting

Michael Trefel Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    General
  • Sda Bocconi
    Sda Bocconi
    International Business
  • Pace University
    Pace University
    Bachelor Of Business Administration (Bba)
  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Economics And Managerial Science

Frequently Asked Questions about Michael Trefel

What company does Michael Trefel work for?

Michael Trefel works for Accountable Equity - Investor Community

What is Michael Trefel's role at the current company?

Michael Trefel's current role is Faculty Partner.

What is Michael Trefel's email address?

Michael Trefel's email address is michaeltrefel@kw.com

What is Michael Trefel's direct phone number?

Michael Trefel's direct phone number is +120141*****

What schools did Michael Trefel attend?

Michael Trefel attended Nyu Stern School Of Business, Sda Bocconi, Pace University, Nyu Stern School Of Business.

What skills is Michael Trefel known for?

Michael Trefel has skills like Real Estate, Sales, Investment Properties, Negotiation, Valuation, Management, Real Estate Financing, Marketing Strategy, Marketing, Real Estate Economics, Business Development, Real Estate Project Management.

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