Michael Weiss, the President of Sebago Associates, LLC, provides solutions across multiple financial services channels. With operational, business leadership and consulting experience in US and international settings, Michael's focus is on the integration of technology, people, and business practices. Successful track record identifying profitable opportunities, improving service levels, building out capacity, managing operating risks and developing strong teams. He has led growth initiatives, thoughtfully exercised expense management, and steered organizations through times of change.Michael has managed and consulted across buy side and sell side organizations, as well as providing advise to technology purveyors, custodians, transfer agents and recordkeepers. His experience has included opportunities to work in thriving companies managing ongoing businesses, developing products for distribution, enhancing client satisfaction and developing cultures of compliance. Additionally, he has led and participated on teams in tackling turn around situations, start-up challenges, business sales and acquisitions, and has had provided advise to private investment firms with operational due diligence and governance perspectives. Michael has led the transformation of a firm from proprietary product distribution to initiate an open architecture advisory and brokerage platform, designed a multi-legal entity wealth management re-engineering, built out a family office proprietary trading capability and reporting from concept, and has collaborated on multiple Wealth Management and Capital Markets initiatives. He presently sits on the Advisory Board of two start-up firms building new private security marketplaces and providing a new client facing investment management interface. In addition to consulting Michael has been an Adjunct Professor at Mercy College, lectured at other institutions and served as a Career Coach at WJCS focused on helping clients articulate and evolve their ‘personal brand’. Michael devotes personal time as a raiser for Guiding Eyes for the Blind and on-line advisor to American Corporate Partners
Sebago Associates, Llc
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PresidentSebago Associates, Llc May 2003 - Present*Provide multi-channel strategic advice and tactical business solutions in the financial service industry*Optimize Client, Operational and Governance information integration into work processes*Operational Diligence and Process integration*Career Coach & Mentor; Organizational Change
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Career CoachWestchester Jewish Community Services Nov 2020 - Jul 2022New York City Metropolitan Area* One on one strategy development for developing personal branding strategies and tactical mentoring to better enable employment search success* Group work to assist in the employment preparedness process* Create and present content for group presentations providing personal branding and career development training* Partner with individuals in preparation of increased employment responsibilities -
Adjunct ProfessorMercy College Jan 2017 - Jan 2022School of Business Investment Management; Business Communications; Financial ManagementFinancial Literacy Lecturer; Career Coaching -
President And Chief Operating OfficerJoel Isaacson & Co., Llc Apr 2013 - Jan 2017Greater New York City Area*Registered Investment Advisor and full service Accounting Services. Responsible for developing and integrating firm goals, planning, execution and profitability with business management practices; Technology, Operations, Wealth Advisory Practice Management, Human Resources and Governance -
PresidentIndependent Financial (Ifmg) 2005 - 2008*Broker Dealer | Investment Advisor | Insurance Agency (Group and BD President) *Wealth management programs within banks and credit unions (2,000 licensed / registered)*Full P&L ownership*Oversaw turnaround, BD acquisition and strategic sale of the firm to LPL Financial
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Executive Vice-President / CooGolden Retirement Resources 2002 - 2003*Start up providing proprietary wealth management tools to support retirement income distribution planning *Goal based product and strategic services support development*Advisor and client facing solutions via wealth dashboard interfaces
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Managing Director - Chief Operations OfficerOppenheimer & Co., Inc. / Cibc 1979 - 2002*U.S. Wealth Management, Institutional and Capital Markets Core Operations*International Operations & Custody / Trading Networks *National Branch Office Operations*Business Owner - Correspondent Clearing / Prime Brokerage
Michael Weiss Education Details
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Corporate Finance, Econometrics -
Business Management
Frequently Asked Questions about Michael Weiss
What company does Michael Weiss work for?
Michael Weiss works for Sebago Associates, Llc
What is Michael Weiss's role at the current company?
Michael Weiss's current role is Financial Services Consulting | Career Mentor | Speaker.
What schools did Michael Weiss attend?
Michael Weiss attended Pace University - Lubin School Of Business, University At Buffalo.
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Michael Weiss
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Michael Weiss
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