As the Director of Sales at Maus Software I spend most of my time helping advisors across the world create meaningful engagements for their business owner clients. These advisors include: -Financial Advisors-M&A Advisors / Brokers-CPAs-Business Advisors-AttorneysMaus’ services include: Marketing tools for attracting new business owner clients, software tools for engaging in an exit plan or strategic plan, implementation tools for monitoring of the above plans.Since 2012 I’ve been a licensed financial advisor. I started at a large publicly traded Broker Dealer during my junior year of college and today, I own Clarity Advisors; a boutique RIA in NYS.
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Sales ExecutiveVanillaEast Amherst, Ny, Us -
Director Of Sales & Strategic PartnershipsMaus Software Apr 2023 - Present -
Account Executive / Strategic PartnershipsMaus Software Jan 2022 - Apr 2023MAUS Business Systems is a leading publisher of software solutions and education courses to the Advisor/Consultancy and SMB markets. Established in 1990, MAUS Business Systems has sold to over 60,000 SMB's and 10,000 Advisors. With our experience and expertise we have continued to produce multi award-winning systems to help Business Advisors and SMB’s achieve exceptional results. MAUS has a compilation of tools, ranging from:- Business & Strategic Planning- Financial Analysis & Reporting - Human Resources- Exit & Succession Planning We connect with leading financial software providers including Xero & QuickBooks allowing users to automatically create powerful, meaningful reports in minutes. Start your free trial with MAUS today: https://www.maus.com.au/landing/free-trial/ -
FounderClarity Advisors Jul 2024 - PresentClarity Advisors is a boutique RIA based out of Buffalo, NY. -
Regional LeaderPfs Investments Apr 2020 - Jul 2024Registered Representative & Investment Adviser Representative -
Division LeaderPfs Investments May 2015 - Apr 2020 -
District LeaderPfs Investments Feb 2013 - May 2015 -
Regional Director - EastValutico Nov 2020 - Dec 2021Started by a team of enthusiastic financial professionals, software engineers and data scientists, the concept for Valutico was born out of frustration with the lack of quality, user-friendly tools available for valuation practitioners to conduct their analysis thoroughly and efficiently.Today, we empower our clients around the world by enhancing their analysis and operations whilst simplifying their processes through the use of the Valutico platform.We are headquartered in Vienna, Austria and have an office in London. -
Sr. RepresentativePrimerica Sep 2012 - Feb 2013
Michael Brady, Cepa® Education Details
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Economics & Finance
Frequently Asked Questions about Michael Brady, Cepa®
What company does Michael Brady, Cepa® work for?
Michael Brady, Cepa® works for Vanilla
What is Michael Brady, Cepa®'s role at the current company?
Michael Brady, Cepa®'s current role is Sales Executive.
What schools did Michael Brady, Cepa® attend?
Michael Brady, Cepa® attended State University Of New York College At Buffalo.
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