Michael Weiss

Michael Weiss Email and Phone Number

Financial Services Consulting | Career Mentor | Speaker @
Michael Weiss's Location
Greenwich, Connecticut, United States, United States
About Michael Weiss

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

Michael Weiss's Current Company Details
Sebago Associates, LLC

Sebago Associates, Llc

Financial Services Consulting | Career Mentor | Speaker
Michael Weiss Work Experience Details
  • Sebago Associates, Llc
    President
    Sebago 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
  • Westchester Jewish Community Services
    Career Coach
    Westchester Jewish Community Services Nov 2020 - Jul 2022
    New 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
  • Mercy College
    Adjunct Professor
    Mercy College Jan 2017 - Jan 2022
    School of Business Investment Management; Business Communications; Financial ManagementFinancial Literacy Lecturer; Career Coaching
  • Joel Isaacson & Co., Llc
    President And Chief Operating Officer
    Joel Isaacson & Co., Llc Apr 2013 - Jan 2017
    Greater 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
  • Independent Financial (Ifmg)
    President
    Independent 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
  • Golden Retirement Resources
    Executive Vice-President / Coo
    Golden 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
  • Oppenheimer & Co., Inc. / Cibc
    Managing Director - Chief Operations Officer
    Oppenheimer & 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

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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