Michael Desantis Email & Phone Number
Vice President | Wealth Advisor @ Farther Finance
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Michael Desantis Location
- Santa Clarita, CA, US
Michael Desantis Work
- 2023 -now Vice President | Wealth Advisor @
- 2022 -2023 Associate | Relationship Manager @ Goldman Sachs Personal Financial Management
- 2023 -2024 Wealth Manager @ Farther
- 2022 -2023 Wealth Manager @
- 2020 -2022 Associate Wealth Advisor @
- 2016 -2020 Relationship Manager @
- 2015 -2015 Customer Service and Sales Representative @
- 2014 -2014 Financial Advisor Internship @
- 2012 -2014 Member Service Representative @
- 2010 -2011 Accounting Internship @
- 2016 -2020 Client Service Associate @ Harris financial Advisors, Inc
Michael Desantis Education
- College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ Designation
- California State University-Northridge
Bachelor's Degree (B.S., Finance)
Michael Desantis Skills
- Event Management
- Budgets
- Accounting
- Customer Service
- Sports Marketing
- Microsoft Office
- Project Management
- Social Networking
- Hospitality
- Financial Services
- QuickBooks
- Leadership
- Social Media
- Marketing
- Tax Planning
- Coaching
- PowerPoint
- Finance
- Event Planning
- Fiduciary Advisor
- Sales
- Account Management
- Golf
- Social Media Marketing
- Management
- Personal Financial Planning
- Microsoft Excel
- Sports
- Football
- Fiduciary
- Supplies
- Platinum
- Efficient
- Booths
- Bonds
- Outlining
- Execution
- Expenses
- Strategic Business
- Financial Planning
- Spreadsheets
- Client Services
- Communication
- Business Services
- Investments
- Market Research
- Westlake
- Reports
- Wealth Management
- Suite
- Outlook
- Inventory
- Mutual Funds
- Business Administration
- Mobile Applications
- Loyalty Programs
- Microsoft Access
- Microsoft Word
- Financial Instruments
- Social Influence
- Ext
- Holistic Financial Planning
- Invoicing
- Financial Transactions
- American
- Country
- Trading
- Science
- Microsoft
- Controller
- Recognitions
- Member Services
- Coordinated
- Coordinate
- Los Angeles
- Brand Loyalty
Michael Desantis Summary
- Michael Desantis, based in Santa Clarita, CA, US, is currently a Vice President | Wealth Advisor at Farther. Michael Desantis brings experience from previous roles at Goldman Sachs Personal Financial Management, Farther, Goldman Sachs and EP Wealth Advisors. Michael Desantis holds a CERTIFIED FINANCIAL PLANNER™ Designation @ College for Financial Planning. With a robust skill set that includes Event Management, Budgets, Accounting, Customer Service, Sports Marketing and more. Michael Desantis has 3 emails and 1 mobile phone numbers on RocketReach.
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