Michael Wyll Email & Phone Number

Austin, Texas, United States

Austin, Texas Area

Managed and worked closely with a territory of over 150 independent Financial Advisors to help make their businesses more efficient and profitableFocused on five critical areas to help grow the advisor’s business: Strategy, Financial Management, Marketing, People, and Operational EfficiencyTraveled to each advisor’s office every year to take a deep dive with the entire firm in areas that include business planning, strategic vision, and succession planningCreated presentation materials and spoke at seminars and conferences on a quarterly basis

Austin, Texas Area

Worked on a team of investment professionals that received inbound calls from over 1500 independent advisors to help them with case consultations, portfolio analysis, and product recommendationsConsulted on over 500 cases in four main investment vehicles: Advisory, mutual funds, variable annuities, and alternative investmentsBuilt and cultivated relationships with investment advisors

Worked at an inbound call center where I worked with potential clients to help them meet their needs for home purchases and refinances. This included conforming, nonconforming, VA, FHA, cash-out, and HELOC loansBuilt and maintained a consistent pipeline of over 50 locked loans a monthEarned 'Best in Customer Service' award for 2007 based on customer survey results

Ba, Finance

Master Of Business Administration - Mba