Mike Navone Email & Phone Number

San Francisco, Ca, Us

Miami, Us

Corient is one of the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed to deliver a differentiated wealth management experience. As fiduciaries, we put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing lasting legacies.

Ensemble Capital Management joined Corient in November 2024.

San Francisco, California, Us

I lived in London and visited 30+ countries throughout a year abroad.

Austin, Tx

Sage is an Austin based investment management firm that serves the institutional and private client marketplace with traditional fixed-income asset management, liability driven solutions, and global tactical ETF strategies.• Collaborate with a team of specialists to deliver consistent superior client service and investment management solutions to simplify financial complexities• Design, collaborate and implement plans for full project life-cycles in line with Sage objectives• Liaise with key accounts and internal departments to improve efficiency of internal processes• Responsible for the creation and support of client retention strategies for existing client base• Represent Sage strategies in meetings with the consultant community, intermediary programanalysts, independent advisors and institutional clients• Responsible for acquiring new business relationships• Setting targets for revenue, profitability, and client satisfaction

San Francisco, Ca, Us

WHV Investments was a multi-boutique asset manager offering six equity investment strategies in a variety of market cap segments and geographic exposures. The firm was founded in 1937 and managed upwards of $17Bn prior to its closure in 2015.• Perform analysis on the current state of the business and defining forward objectives• Proactively educated an existing client base of financial advisors in regard to WHV’s distributedmutual funds, separately managed accounts, asset allocation and risk management• Responded to analyst and financial advisor inquiries by means of reviewing firm investmentprocesses, performance updates, and portfolio positioning• Mentored and trained new associates in regard to client base, firm processes and procedures

San Francisco, Ca, Us

• Completed RFP’s, RFI’s and all other intermediary quarterly and annual questionnaires• Maintained client relationships and resolved issues as quickly as possible• Understood and articulated the dynamics of capital markets, impacts to investor portfolios, and objective-based investing

San Francisco, Ca, Us

• Supported a team of four external wholesalers by maintaining the CRM database and acting as a main contact for all inquiries• Identified and pursued new opportunities by client profiling, lead identification, and follow-up activity

San Francisco, California, Us

Managed business client relationships and provided excellent customer service while servicing a variety of client requestsMaintained the integrity of client accounts on Store Vision Platform and HoganSourced and acquired new business through prospecting and marketingMentored and coached new employees and lead as assistant manager when necessaryAssisted team members with daily plans to achieve and exceed sales goalsWas responsible for reporting branch production to district and regional managers

Miami, Florida, Us

Achieved monthly sales goals, developed client relationships, prospected for new clients, delivered superior service, and marketed new productsUtilized strategy and organizational skills in achieving goalsMentored newer sales representatives and peers leveraging observations and joint calls