Michael Core Email & Phone Number
Executive Director of Strategic Initiatives @ OnePoint BFG Wealth Partners
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Michael Core Location
- Bloomfield, NJ, US
Michael Core Work
- Executive Director of Strategic Initiatives @ (November 2025 - Present)
- Executive Director of Advisor Integrations @ (February 2024 - November 2025)
- Chief Administrative Officer (CAO) @ (July 2022 - February 2024)
- Director of Marketing and Practice Management @ (June 2019 - July 2022)
- Director Of Business Development @ (March 2019 - June 2019)
- Sales Development Manager @ (August 2015 - March 2019)
- Owner and Editor and Videographer @ New Vision Productions (June 2010 - December 2015)
- Investment Associate @ (April 2015 - August 2015)
- Director Of Training And Development @ (June 2013 - April 2015)
- Associate Financial Representative @ (January 2012 - June 2013)
- Audio Visual Technician and Video Editor @ (January 2008 - April 2013)
- Financial Representative Intern @ (June 2011 - October 2011)
Michael Core Education
- Montclair State University
BS in Business Administration (Finance)
2007-2011 - BHS 2004-2007
Michael Core Skills
- Retirement Planning
- Investments
- Series 63
- Life Insurance
- Finance
- Insurance
- Asset Allocation
- Disability Insurance
- Estate Planning
- Securities
- Mutual Funds
- Wealth Management
- Financial Planning
- Series 6
- Fixed Annuities
- 401k
- Strategic Financial Planning
- Long-term Care
- Employee Benefits
- Video
- Event Management
- Asset Management
- Investment Advisory
- Equities
- Fixed Income
- Term Life Insurance
- Credit
- Portfolio Management
- Financial Services
- Series 7
- Microsoft Office
- Customer Service
- Microsoft Excel
- Leadership
- Social Media
- Training
- Long Term Care
Michael Core Summary
- Michael Core, based in Bloomfield, NJ, US, is currently a Executive Director of Strategic Initiatives at OnePoint BFG Wealth Partners. Michael Core brings experience from previous roles at OnePoint BFG Wealth Partners, Bleakley Financial Group and Summit Financial, LLC. Michael Core holds a 2007 - 2011 BS in Business Administration in Finance @ Montclair State University. With a robust skill set that includes Retirement Planning, Investments, Series 63, Life Insurance, Finance and more. Michael Core has 2 emails and 3 mobile phone numbers on RocketReach.
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