Michael Haire Email & Phone Number

Arlington, Virginia, United States

Provides service to NRECA’s membership by promoting, consulting, explaining and enhancing participation in NRECA's group insurance and retirement benefit plans.Functions as a local benefits consultant on behalf of NRECA for member cooperatives within the Northeast territory. Responsibilities include service of cooperative group and retirement programs.

4301 Wilson Blvd. Arlington, VA 22203

Provided financial and retirement planning services to active and retired cooperative employees and their family members. Areas of specialization included retirement and retirement income planning, asset allocation and portfolio construction.Conducted bi-monthly retirement, investment and general financial planning workshops and seminars for members of.

11710 Plaza America Drive, Suite 2000, Reston, VA 20190

Functioned as the primary trusted advisor to the firm’s high net worth clients.Provided cutting edge financial planning, tax, estate, and investment advice to the firm’s clientele.Analyzed, drafted and delivered comprehensive financial plans to those clients.Supported the firms Regional Vice Presidents and Managing Directors as a subject matter expert in.

Reston, VA

Primary role was to develop strong relationships among the firms Mass Affluent investor base. Served the firm's clients by offering a wide range of financial products and services and by providing financial guidance and excellent customer service. Acquired and developed new clients for the firm through lead utilization techniques, conducting guidance.

Bethesda, MD

Tasked to drive Calvert mutual fund and variable sub-account sales. Established new and deepened current relationships with independent Financial Advisors and Registered Investment Advisors (RIA’s) by providing timely investment, sales and marketing strategies and value added support.Increased new business sales within territory by 18% from 12/31/08 –.

Cincinnati, Ohio Area

Tasked to drive Summit mutual fund and variable sub-account sales in all states east of the Mississippi river. Establish new and further developed current relationships with independent Financial Advisors and RIA’s by providing timely investment, sales and marketing strategies and value added support.

Bethesda, MD

Provided firms Investment Advisor Representatives (IARs) with fee base product information, service and support. Aided the sale of proprietary and third party advisory products by making regular outbound calls, sales presentations and conducting marketing and training events.

Bethesda, MD

Accountable for prospecting and screening new Financial Advisor recruits. Organized operational, compliance and product training for new Advisors and supervised their transition to AIC.

Bethesda, MD

Placed investment trades for financial advisors and retail clients. Helped advisors with the execution of complex trading strategies and provided general operational support and customer service.

Bethesda, MD

Provided customer service to Financial Advisors on account related issues. Analyzed the products and services available at Calvert and recommended solutions for various operational issues.

Master Of Business Administration - Mba, Business Administration, Management And Operations, 3.667

Bachelor Of Science, Education