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Michael Trefel Email & Phone Number
Faculty Partner
at
Accountable Equity - Investor Community
1 work email found
@kw.com
1 phone found area 201
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Faculty Partner
Location
New York City Metropolitan Area, United States, United States
Who is Michael Trefel? Overview
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Quick answer
Michael Trefel is listed as Faculty Partner at Accountable Equity - Investor Community, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at kw.com, phone signal with area code 201, and a matched LinkedIn profile for Michael Trefel.
Michael Trefel previously worked as Founder at Loture Financial and Member of the Board of Advisors at Accountable Equity - Investor Community. Michael Trefel holds Master Of Business Administration (Mba), Finance, General from Nyu Stern School Of Business.
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{first}{last}@kw.com
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Profile bio
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.
Listed skills include Real Estate, Sales, Investment Properties, Negotiation, and 38 others.
Current workplace
Michael Trefel's current company
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Accountable Equity - Investor Community
AeroLeads page
13 roles
Michael Trefel work experience
A career timeline built from the work history available for this profile.
Founder
Current
Loture Financial
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
Mar 2024 - Present
Member Of The Board Of Advisors
Current
Jun 2023 - Present
May 2022 - Aug 2023
Faculty Partner
Jan 2021 - Aug 2023
Founder And Executive Coach
Current
Trefel Consulting
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.
Aug 2007 - Present
Partner
Ag Management Consulting
Jun 2023 - Sep 2024
Business Coach At Keller Williams And The John Maxwell Team
Sep 2018 - Aug 2022
Management Consultant And Managing Partner
Trefel & Associates
Created a management consultancy to help teams and companies better understand their markets, customers, and products in order to spark innovation and growth.
Apr 2007 - May 2015
Advisory Board Member
- 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’.
- 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.
Jun 2013 - Apr 2015
Executive Coach And Strategic Advisor
- 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.
Apr 2007 - Mar 2014
Senior Management Consultant
Aventine
- 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.
Jun 2009 - Aug 2011
Chief Technical Strategist
- 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.
- 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.
May 2000 - Jan 2007
4 education records
Michael Trefel education
Master Of Business Administration (Mba), Finance, General
Nyu Stern School Of Business
Master Of Business Administration (Mba) Study Abroad, International Business
Sda Bocconi
Bachelor Of Business Administration (Bba)
Pace University
Master Of Business Administration - Mba, Economics And Managerial Science
Nyu Stern School Of Business
FAQ
Frequently asked questions about Michael Trefel
Quick answers generated from the profile data available on this page.
What company does Michael Trefel work for?
Michael Trefel works for Accountable Equity - Investor Community.
What is Michael Trefel's role at Accountable Equity - Investor Community?
Michael Trefel is listed as Faculty Partner at Accountable Equity - Investor Community.
What is Michael Trefel's email address?
AeroLeads has found 1 work email signal at @kw.com for Michael Trefel at Accountable Equity - Investor Community.
What is Michael Trefel's phone number?
AeroLeads has found 1 phone signal(s) with area code 201 for Michael Trefel at Accountable Equity - Investor Community.
Where is Michael Trefel based?
Michael Trefel is based in New York City Metropolitan Area, United States, United States while working with Accountable Equity - Investor Community.
What companies has Michael Trefel worked for?
Michael Trefel has worked for Accountable Equity - Investor Community, Loture Financial, Trefel Consulting, Ag Management Consulting, and John Maxwell Team.
How can I contact Michael Trefel?
You can use AeroLeads to view verified contact signals for Michael Trefel at Accountable Equity - Investor Community, including work email, phone, and LinkedIn data when available.
What schools did Michael Trefel attend?
Michael Trefel holds Master Of Business Administration (Mba), Finance, General from Nyu Stern School Of Business.
What skills is Michael Trefel known for?
Michael Trefel is listed with skills including Real Estate, Sales, Investment Properties, Negotiation, Valuation, Management, Real Estate Financing, and Marketing Strategy.
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