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Michael de Marchena Location
Wellington, FL, US
Michael de Marchena Work
2024 -now Relationship Manager @
2023 -2024 Senior Private Wealth Associate @
2016 -2023 Team Administrator @
2014 -2016 Registered Client Service Associate @
2013 -2014 Consultant, Advisor In Transition Team @
2010 -2012 Voice and Electronic Brokerage Sales @
2008 -2010 Buy-side Account Manager @
2006 -2008 Regional Key Account Manager @
2004 -2006 Key Account Sales Associate @
2002 -2004 Global Analytics Representative @
Michael de Marchena Education
Bentley University
BS (Marketing)
1998-2002
Michael de Marchena Skills
Series 63
Series 66
Financial Services
Retirement Planning
Wealth Management
Wealth Management Services
Series 7
Michael de Marchena Summary
Michael de Marchena, based in Wellington, FL, US, is currently a Relationship Manager at Boynton Financial Group. Michael de Marchena brings experience from previous roles at The Lerner Group at Hightower, UBS, Morgan Stanley and TD Ameritrade Institutional. Michael de Marchena holds a 1998 - 2002 BS in Marketing @ Bentley University. With a robust skill set that includes Series 63, Series 66, Financial Services, Retirement Planning, Wealth Management and more. Michael de Marchena has 1 emails and 2 mobile phone numbers on RocketReach.
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