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
- Managing Director, Corporate Retirement Plans @ (May 2024 - Present)
- Managing Director - NY Metro Office @ (January 2023 - April 2024)
- Corporate Retirement Plan Specialist @ EisnerAmper Wealth Management & Corporate Benefits, LLC (September 2020 - January 2023)
- Senior Financial Consultant @ (April 2020 - September 2020)
- Managing Director @ (January 2019 - April 2020)
- Sales Manager, Northeast Region @ (October 2012 - January 2019)
- Vice President, Business Development and Client Relationship Management @ Sentinel Benefits & Financial Group (acquired Geller Group, LLC) (January 2011 - December 2012)
- Director, Business Development and Client Relationship Management @ Geller Group, LLC (March 2002 - January 2011)
- Senior Business Development Specialist @ Charles Schwab & Co., Inc. (June 1999 - March 2002)
- Internal Wholesaler and Institutional Sales @ Dreyfus Service Corporation (September 1998 - June 1999)
- Vice President @ J.W. Charles Securities, Inc. (January 1995 - September 1998)
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 3 mobile phone numbers on RocketReach.
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Top United Asset Strategies, Inc. Employees
Lee Delorenzo
Co-Founder
Garden City, NY, US
Michael Riccardi
President
Cold Spring Harbor, NY, US
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
Kasia Cichon
Vice President, Data Integration
Garden City, NY, US
Thomas Healy
Chief Portfolio Strategist
Garden City, NY, US
Wei Lee
Portfolio Manager
New York, NY, US
Marisa Smith
Director, Client Development
Morristown, NJ, US
Erin Gibbons
Executive Director, Wealth Management
New York, NY, US
Yvette Wheeler
Customer Service Specialist
New York, NY, US
Bob Murphy
Chief Operating Officer
New York, NY, US
Tameka White
Director of Operations and Tax Services
New York, NY, US
Marianne Hocknell
Managing Director Business Operations
Huntington Station, NY, US
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