Mike Kell Email & Phone Number

Greenwich, Ct, Us

New York, United States

Currently lead iCapital's global alternative investment education strategy and initiatives.

New York

AI Insight provided financial firms and advisors with access to an innovative platform of alternative investment programs, including a full spectrum of research, education, marketing and compliance support. Subscribers could review individual investment offerings from AI Insight’s universe of programs to conduct research, train, track compliance activity, receive marketing support and updated performance monitoring—all via a customized, dedicated platform. The platform also… Show more AI Insight provided financial firms and advisors with access to an innovative platform of alternative investment programs, including a full spectrum of research, education, marketing and compliance support. Subscribers could review individual investment offerings from AI Insight’s universe of programs to conduct research, train, track compliance activity, receive marketing support and updated performance monitoring—all via a customized, dedicated platform. The platform also helped investment managers/sponsors elevate their visibility, increase program accessibility, promote transparency and provide financial performance updates. AI Insight provided an interactive, sophisticated product platform for financial firms/advisors and investment managers/sponsors to connect.Primary responsibilities included leading the team of analysts in charge of the alternative investment data that powered AI Insight’s platform and actively participated in the company’s growth through strategic planning and business development initiatives. Show less

Conducted comprehensive initial and on-going due diligence for alternative investments. Participated in FINRA and SEC audits and inquiries. Performed stock concentration analysis and margin level notifications. Reviewed registered representatives' trading activity for compliance with various securities rules and regulations. Conducted client complaint analysis to include deciphering allegations, gathering facts, and analyzing data. Responded to any and all inquiries pertaining to these and… Show more Conducted comprehensive initial and on-going due diligence for alternative investments. Participated in FINRA and SEC audits and inquiries. Performed stock concentration analysis and margin level notifications. Reviewed registered representatives' trading activity for compliance with various securities rules and regulations. Conducted client complaint analysis to include deciphering allegations, gathering facts, and analyzing data. Responded to any and all inquiries pertaining to these and various other duties. Held FINRA Series 3, 6, 7, 22, 24, 63 & 65 licenses as well as a New York State Life, Health and Variable Annuity license.Securities Offered Through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Show less

Developed and implemented individually tailored financial plans comprising investments, insurance, and banking products and services. Provided ongoing service to help clients pursue their financial goals by accumulating wealth and safeguarding their assets.

F-15 Crew Chief Master InstructorAnalyzes, develops, and maintains instructional material supporting formal maintenance courses. Instructs system theory, operation, and troubleshooting analysis. Provides technical assistance to Wing maintenance personnel as an F-15 subject-matter expert. Quality Assurance Program ManagerAssess all facets of quality and utilization for over $65 million in equipment and other assets including 10 aircraft systems trainers, a 31,000 square foot… Show more F-15 Crew Chief Master InstructorAnalyzes, develops, and maintains instructional material supporting formal maintenance courses. Instructs system theory, operation, and troubleshooting analysis. Provides technical assistance to Wing maintenance personnel as an F-15 subject-matter expert. Quality Assurance Program ManagerAssess all facets of quality and utilization for over $65 million in equipment and other assets including 10 aircraft systems trainers, a 31,000 square foot facility, 42 instructors, 2 military training leaders, and 2 administrative personnel. Conducts countless spot, monthly, quarterly, and annual quality assurance inspections. Ancillary Training Program ManagerDevelops, delivers, evaluates, and oversees training programs and activities. Determines adequacy of existing courses and programs. Manages automated systems and products, measurement tools, multimedia, and maintenance qualification training programs. Safety Program ManagerPerforms inspections, surveys, and program evaluations of areas and operations to identify mishap potentials and assess integration of risk management approach, safety equipment, and procedures. Develops policies and procedures for implementing and evaluating safety programs. Nuclear Surety InspectorInspects associated material, personnel, and procedures which contribute to the security, safety, and reliability of nuclear weapons and to the assurance that there will be no nuclear weapon accidents, incidents, unauthorized weapon detonations, or degradation in performance at the target.F-15E Crew ChiefTroubleshoots and maintains aircraft structures, systems, components, and related equipment. Performs various aircraft inspections, integrated combat turns and hot pit refuels. Reviews maintenance forms, aircraft records, automated maintenance data systems, and historical reports to ensure complete documentation. Show less

Certificate, Financial Planning

Mba, Sorrell College Of Business

GPA 3.9 / 4.0

Bs, Technical Management / Logistics

GPA 4.0 / 4.0