Mike Lapointe

Mike Lapointe Email and Phone Number

Financial Professional @
Mike Lapointe's Location
Massena, New York, United States, United States
Mike Lapointe's Contact Details

Mike Lapointe personal email

About Mike Lapointe

Mike Lapointe is a Financial Professional at Self-employed. He possess expertise in separately managed accounts, series 63, series 7, mutual funds, series 65 and 7 more skills.

Mike Lapointe's Current Company Details
Self-employed

Self-Employed

Financial Professional
Mike Lapointe Work Experience Details
  • Self-Employed
    Property Managememt
    Self-Employed Sep 2013 - Present
    Stamford, Ct & Kansas City, Mo
    IMCA Applied Behavioral Finance Certificate - March 2017
  • American Century Investments
    Head Of Internal Sales
    American Century Investments Dec 2012 - Sep 2013
    Kansas City, Missouri Area
  • Alpine Funds
    Senior Distribution Consultant - Ct/Ny
    Alpine Funds Dec 2011 - Jun 2012
    Ct/Ny
    Develop strategic partnerships with financial professionals in an effort to help achieve long-term client goals and add value to individual practices.
  • Legg Mason
    Director - Cross Channel Strategist And Sales Manager
    Legg Mason Mar 2010 - Dec 2011
    Stamford, Ct
    Train, develop, and career path Internal Wholesalers, and Hybrid Wholesalers to future goals.
  • Legg Mason
    Vice President - Wirehouse Internal Sales Desk Manager
    Legg Mason Mar 2006 - Mar 2010
    Stamford, Ct
  • Citigroup Asset Management
    Senior Internal Wholesaler
    Citigroup Asset Management May 2004 - Mar 2006
    Stamford, Ct
  • Bear Stearns
    Internal Wholesaler
    Bear Stearns May 2002 - May 2004
    New York, Ny
  • Smith Barney
    Sales Liaison - Fee Based Platform Sales And Support
    Smith Barney Aug 2000 - May 2002
    New York, Ny

Mike Lapointe Skills

Separately Managed Accounts Series 63 Series 7 Mutual Funds Series 65 Uniform Combined State Law Series 6 Etfs Alternative Investments Wealth Management Securities Retirement Planning

Mike Lapointe Education Details

Frequently Asked Questions about Mike Lapointe

What company does Mike Lapointe work for?

Mike Lapointe works for Self-Employed

What is Mike Lapointe's role at the current company?

Mike Lapointe's current role is Financial Professional.

What is Mike Lapointe's email address?

Mike Lapointe's email address is mi****@****ail.com

What schools did Mike Lapointe attend?

Mike Lapointe attended State University Of New York College At Cortland, St. Bonaventure University.

What skills is Mike Lapointe known for?

Mike Lapointe has skills like Separately Managed Accounts, Series 63, Series 7, Mutual Funds, Series 65, Uniform Combined State Law, Series 6, Etfs, Alternative Investments, Wealth Management, Securities, Retirement Planning.

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