Michael Abate Email & Phone Number
Managing Director, Corporate Retirement Plans @ United Asset Strategies, Inc.
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Michael Abate Location
- United States
Michael Abate Work
- 2024 - now Managing Director, Corporate Retirement Plans @
- 2023 - 2024 Managing Director - NY Metro Office @
- 2020 - 2023 Corporate Retirement Plan Specialist @ EisnerAmper Wealth Management & Corporate Benefits, LLC
- 2020 - 2020 Senior Financial Consultant @
- 2019 - 2020 Managing Director @
- 2012 - 2019 Sales Manager, Northeast Region @
- 2011 - 2012 Vice President, Business Development and Client Relationship Management @ Sentinel Benefits & Financial Group (acquired Geller Group, LLC)
- 2002 - 2011 Director, Business Development and Client Relationship Management @ Geller Group, LLC
- 1999 - 2002 Senior Business Development Specialist @ Charles Schwab & Co., Inc.
- 1998 - 1999 Internal Wholesaler and Institutional Sales @ Dreyfus Service Corporation
- 1995 - 1998 Vice President @ J.W. Charles Securities, Inc.
Michael Abate Education
- City University of New York-College of Staten Island
Bachelor of Science
1989 - 1993
Michael Abate Skills
- Fiduciary Services
- Fiduciary Management
- Participant Education
- Retirement Plan Consulting
- 401(k) Retirement Savings Plans
- Retirement Savings
- Education
- Training
- Financial Advisory
- Qualified Retirement Plans
- Retirement Solutions
- Small Business Retirement Planning
- ERISA
- Defined Contribution
- Finance
- Business Relationship Management
- Retirement Planning
- Employee Benefits Design
- Mutual Funds
Michael Abate Summary
- Michael Abate, based in United States, is currently a Managing Director, Corporate Retirement Plans at United Asset Strategies, Inc.. Michael Abate brings experience from previous roles at Pensionmark Financial Group, EisnerAmper Wealth Management & Corporate Benefits, LLC and TD Ameritrade. Michael Abate holds a 1989 - 1993 Bachelor of Science @ City University of New York-College of Staten Island. With a robust skill set that includes Fiduciary Services, Fiduciary Management, Participant Education, Retirement Plan Consulting, 401(k) Retirement Savings Plans and more. Michael Abate has 1 emails and 1 mobile phone numbers on RocketReach.
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Top United Asset Strategies, Inc. Employees
Matthew Delorenzo
Chief Executive Officer
New York, NY, US
Rich Sajkoski
Managing Director, Client Development
Seaford, NY, US
Shane Miller
Vice President Financial Planning
Garden City, NY, US
Thomas Healy
Chief Portfolio Strategist
Garden City, NY, US
M. Riccardi
Portfolio Manager
Huntington Station, NY, US
Wei Lee
Portfolio Manager
New York, NY, US
Marisa Smith
Director, Client Development
Morristown, NJ, US
Robin Bischoff
Managing Director, Client Experience
Mineola, NY, US
Bob Murphy
Chief Operating Officer
New York, NY, US
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