Michael Trefel Email and Phone Number
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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.
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Faculty PartnerAccountable Equity - Investor CommunityNew York, Ny, Us -
FounderLoture Financial Mar 2024 - PresentWe 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
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Member Of The Board Of AdvisorsAccountable Equity - Investor Community Jun 2023 - PresentPhiladelphia, Pennsylvania, Us -
DirectorAccountable Equity - Investor Community May 2022 - Aug 2023Philadelphia, Pennsylvania, Us -
Faculty PartnerAccountable Equity - Investor Community Jan 2021 - Aug 2023Philadelphia, Pennsylvania, Us -
Founder And Executive CoachTrefel Consulting Aug 2007 - PresentLead 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.
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PartnerAg Management Consulting Jun 2023 - Sep 2024
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Business Coach At Keller Williams And The John Maxwell TeamJohn Maxwell Team Sep 2018 - Aug 2022Us -
Management Consultant And Managing PartnerTrefel & Associates Apr 2007 - May 2015Created a management consultancy to help teams and companies better understand their markets, customers, and products in order to spark innovation and growth.
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Advisory Board MemberBloomerent Jun 2013 - Apr 2015Advised 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. -
Executive Coach And Strategic AdvisorFlower Elegance Apr 2007 - Mar 2014Provided 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. -
Senior Management ConsultantAventine Jun 2009 - Aug 2011Led 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.
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Chief Technical StrategistLehman Brothers May 2000 - Jan 2007UsArchitect 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
Michael Trefel Education Details
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Nyu Stern School Of BusinessGeneral -
Sda BocconiInternational Business -
Pace UniversityBachelor Of Business Administration (Bba) -
Nyu Stern School Of BusinessEconomics 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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