Michael Loftus Email and Phone Number
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Michael Loftus personal email
Spurred by a desire to offer top-notch and individualized service, Michael Loftus left the comforts of corporate America in 2010 to start Loftus Wealth Strategies, a boutique wealth management firm focused on facilitating superior service and sound advice with a personalized touch.Michael is a seasoned and well-tested professional with over 30 years of business experience, with 25 of those in the financial industry. He’s held senior-level positions managing sales, marketing and national account teams for multibillion-dollar financial institutions and has worked closely with several top money management firms.Making the switch from the corporate side was not an easy one, from having many resources to building a business from scratch. But Michael jumped in to make sure he had the best technology, financial planning and investment processes, and more. This learning curve continues today, as Michael wants to ensure a top-notch experience for all his clients. His dedication to educate and communicate is what drives him every day.Loftus Wealth Strategies is a Registered Investment Advisory Firm. This is not investment advice.Specialties: Security Registrations - Series 7, 63, 66, 26, Life & Health
Loftus Wealth Strategies
View- Website:
- loftuswealthstrategies.com
- Employees:
- 3
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FounderLoftus Wealth Strategies May 2009 - PresentBethany Beach, DeSpurred by a desire to offer top-notch and individualized service, Michael Loftus left the comforts of corporate America in 2010 to start Loftus Wealth Strategies, a boutique wealth management firm working with no more than 100 households to facilitate superior service and sound advice with a personalized touch.Michael is a seasoned and well-tested professional with over 30 years of business experience, with 25 of those in the financial industry. He’s held senior level positions managing sales, marketing and national account teams for multi-billion-dollar financial institutions and has worked closely with several top money management firms. Making the switch from corporate side was not an easy one, from having many resources, to budling a business from scratch. But Michael jumped in to make sure he had the best technology, Financial Planning and Investment processes and more. This learning curve continues today, as Michael wants to ensure a top-notch experience for all of his clients. That is why he is constantly working on his processes, making sure he delivers for his clients. His dedication to educate and communicate is what drives him everyday.
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ConsultantLoftus Coaching & Consulting Aug 2008 - PresentBethany BeachHelping Financial Services Companies in Sales, Marketing and National Accounts with achieving and or exceeding their goals.We are also helping small businesses to better define their goals, gain clarity and market their business in todays quickly changing environment.
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Evp, Managing Director, Capital MarketsAmerican Realty Capital Feb 2009 - Jul 2009American Realty Capital is an advisor and leading organization in the triple net lease business. We are currently offering note programs, DST products, and a 1.5 Billion dollar REIT through Independent & RIA Advisors. My involvement includes Sales, Marketing and National Account development
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Svp, National Sales MangerEvergreen Investments Mar 2008 - Jul 2008Responsible for sales in the Independent, RIA, DCIO and Sub-Advised channels. This combined effort had a run rate of 10 Billion/Year -
Svp, Managing DirectorAig Retirement Services Feb 2000 - Feb 2008Was responsible for all aspects of the Seasons Variable Annuity, which included Sales, Marketing, budgets, etc. Ran National Accounts/Relationship Mgmt. for all products, all channels. Final responsibility was Head of Strategic Sales and Marketing Initiatives for all products, all channels.
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WholesalerPlanco 1999 - 2000
Michael Loftus Skills
Michael Loftus Education Details
Frequently Asked Questions about Michael Loftus
What company does Michael Loftus work for?
Michael Loftus works for Loftus Wealth Strategies
What is Michael Loftus's role at the current company?
Michael Loftus's current role is Founder of Loftus Wealth Strategies and Loftus Coaching, Coaching * Marketing.
What is Michael Loftus's email address?
Michael Loftus's email address is mi****@****nco.com
What is Michael Loftus's direct phone number?
Michael Loftus's direct phone number is +130272*****
What schools did Michael Loftus attend?
Michael Loftus attended Villanova University.
What are some of Michael Loftus's interests?
Michael Loftus has interest in Mac/technology, Leadreship Development Golf, Currently Working With Several Charities, Leadreship Development, Leadreship Developmentgolf, Basketball, Golf, Music (Dj).
What skills is Michael Loftus known for?
Michael Loftus has skills like Series 7, Asset Allocation, Investments, Entrepreneur, Financial Markets, Asset Management, Wealth Management, Estate Planning, Annuities, Alternative Investments, Financial Planning, Retirement Planning.
Who are Michael Loftus's colleagues?
Michael Loftus's colleagues are Ashlie Snelling.
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Michael Loftus
Jupiter, Fl1ynhh.org3 +120320XXXXX
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Michael Loftus
Glen Ridge, Nj2columbia.edu, rwjbh.org -
Michael Loftus
Annandale, Nj6integrium.com, gmail.com, aol.com, onebox.com, cs.com, anjusoftware.com
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