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 @ Farther Finance
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2022 - 2023 Associate | Relationship Manager @ Goldman Sachs Personal Financial Management
2023 - 2024 Wealth Manager @ Farther

2022 - 2023 Wealth Manager @ Goldman Sachs
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2020 - 2022 Associate Wealth Advisor @ EP Wealth Advisors
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2016 - 2020 Relationship Manager @ EP Wealth Advisors
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2015 - 2015 Customer Service and Sales Representative @ Farmers Insurance
2014 - 2014 Financial Advisor Internship @ Raymond James
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2012 - 2014 Member Service Representative @ American Golf Corporation
2010 - 2011 Accounting Internship @ Crunchies Natural Food Company
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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

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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 2 emails and 2 mobile phone numbers on RocketReach.

Michael Desantis Emails

Found 2 emails

Michael Desantis Phone Numbers

Found 2 phone numbers

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Others Named Michael Desantis

Michael Desantis

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Los Angeles, CA, US
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- cushwake.com
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- +1 310-890-XXXX
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New York, NY, US
4
- gmail.com
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Michael Desantis

Transporation Manager at Mohawk Industries

Adairsville, GA, US
1
- mohawkind.com
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Michael Desantis

Partner at Kaufman Dolowich & Voluck LLP

Port Washington, NY, US
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Michael Desantis

Vice President Human Resources at The Wendy's Company

Columbus, OH, US
3
- gmail.com
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Chief Compliance Officer and Strategic Advisor at Farther Finance

Novato, CA, US
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