Michael Strauss Cfp Email & Phone Number | • Carry the Certified Financial Planner Designation • Discuss the managed portfolio service and the scope of my role as an advisor, as well as the company’s methodology that will be utilized in the service. • Engage in initial data gathering conversations with client in order to position a complete, fully managed portfolio option. • Utilize quantitative and qualitative questionnaires and client relationship skills in order to gather pertinent information. • Analyze and evaluate the clients’ financial status and potential investment options upon completion of the introduction call. • Complete comprehensive financial plans, taking into consideration the client’s financial status, current savings, account types, goals, risk tolerance, and time horizon. • Present financial plans via phone and videoconference, and discuss the investment options and financial products to help the client achieve his or her stated goals. • Implement the agreed upon financial plan, and enroll the client into the managed service. • Upon completion of the investment implementation, I monitor the accounts for accuracy. I also monitor accounts no less than quarterly and reallocate the investments in order to prevent portfolio drift. • Demonstrated team leadership by taking initiative when issues arose while building moral and project ownership • Created workflows for the structural process in place, constantly retrieving feedback for process improvement • Trained new team members, ensuring their understanding of the role. Series 7 & 63 • Provided outstanding service by listening and providing enhanced guidance to build customer loyalty • Built relationships by discussing Vanguard methodology and assisting with transactional and servicing needs • Excelled in using and developing client relationship management skills by diffusing many client situations and providing timely solutions to clients • Maintained knowledge and understanding of world economic news to help clients comprehend the impact on their investments and keep consistent with Vanguard methodology • Successfully passed the Series 7 licensing exam and provided in-depth course feedback to improve the experience for future participants • Responded to initial client calls to gain insight into their needs and develop ideas on fulfilling their goals • Continued to improve performance by working with my the team leader in developing skills and listening to feedback. Reconciled Compensation & Benefits for Aero Products Gathered data from various applications. Used Excel and other tools to format data in a clear and concise manner. Using this format, conducted a deep dive analysis. Found multiple disconnects and reconciled them. Identified the correct source of costs by communicating with GE employees throughout the world. Actions will allow GE’s Aero FP&A team to accurately forecast compensation & benefits affecting the P&L. Base vs. Variable Cost Analysis Researched base and variable costs. Used Excel to format data and identify incorrectly labeled entities. Ensured findings were correct by communicating with senior leadership. Actions allowed FP&A Aero team to improve forecasting of base and variable costs. Forecasting Presentation Compilation Communicated with team about the process of forecasting presentation collection, organization and design, and distribution. Facilitated collection of information necessary for the deck, communicated deadlines to the team and followed up to ensure timely delivery. Following collection, addressed slide design and format. Reviewed slides with the team and attended the forecasting presentation, providing support when necessary.

Michael Strauss Cfp

• Carry the Certified Financial Planner Designation • Discuss the managed portfolio service and the...
Chicago, Chicago, United States

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Michael Strauss Cfp ’s Email mns5068@psu.edu

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Michael Strauss Cfp ’s Location Chicago, Chicago, United States

Michael Strauss Cfp ’s Current Industry The University of Chicago Booth School of Business

Michael Strauss Cfp ’s Prior Industry Vanguard | GE Energy

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Work Experience

The University of Chicago Booth School of Business

MBA Candidate

2018-08-01 00:00:00 - Present

Vanguard

Financial Advisor

2014-02-01 00:00:00 - 2018-07-01 00:00:00

GE Energy

Finance Intern

2011-06-01 00:00:00 - 2011-08-01 00:00:00

Skills

No Skills Available

Languages

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FAQ About Michael Strauss Cfp

Michael Strauss Cfp is located at
Chicago, Chicago, United States

Michael Strauss Cfp is a • Carry the Certified Financial Planner Designation • Discuss the managed portfolio service and the scope of my role as an advisor, as well as the company’s methodology that will be utilized in the service. • Engage in initial data gathering conversations with client in order to position a complete, fully managed portfolio option. • Utilize quantitative and qualitative questionnaires and client relationship skills in order to gather pertinent information. • Analyze and evaluate the clients’ financial status and potential investment options upon completion of the introduction call. • Complete comprehensive financial plans, taking into consideration the client’s financial status, current savings, account types, goals, risk tolerance, and time horizon. • Present financial plans via phone and videoconference, and discuss the investment options and financial products to help the client achieve his or her stated goals. • Implement the agreed upon financial plan, and enroll the client into the managed service. • Upon completion of the investment implementation, I monitor the accounts for accuracy. I also monitor accounts no less than quarterly and reallocate the investments in order to prevent portfolio drift. • Demonstrated team leadership by taking initiative when issues arose while building moral and project ownership • Created workflows for the structural process in place, constantly retrieving feedback for process improvement • Trained new team members, ensuring their understanding of the role. Series 7 & 63 • Provided outstanding service by listening and providing enhanced guidance to build customer loyalty • Built relationships by discussing Vanguard methodology and assisting with transactional and servicing needs • Excelled in using and developing client relationship management skills by diffusing many client situations and providing timely solutions to clients • Maintained knowledge and understanding of world economic news to help clients comprehend the impact on their investments and keep consistent with Vanguard methodology • Successfully passed the Series 7 licensing exam and provided in-depth course feedback to improve the experience for future participants • Responded to initial client calls to gain insight into their needs and develop ideas on fulfilling their goals • Continued to improve performance by working with my the team leader in developing skills and listening to feedback. Reconciled Compensation & Benefits for Aero Products Gathered data from various applications. Used Excel and other tools to format data in a clear and concise manner. Using this format, conducted a deep dive analysis. Found multiple disconnects and reconciled them. Identified the correct source of costs by communicating with GE employees throughout the world. Actions will allow GE’s Aero FP&A team to accurately forecast compensation & benefits affecting the P&L. Base vs. Variable Cost Analysis Researched base and variable costs. Used Excel to format data and identify incorrectly labeled entities. Ensured findings were correct by communicating with senior leadership. Actions allowed FP&A Aero team to improve forecasting of base and variable costs. Forecasting Presentation Compilation Communicated with team about the process of forecasting presentation collection, organization and design, and distribution. Facilitated collection of information necessary for the deck, communicated deadlines to the team and followed up to ensure timely delivery. Following collection, addressed slide design and format. Reviewed slides with the team and attended the forecasting presentation, providing support when necessary.