Michael Ferretti Email & Phone Number
Senior Client Service Specialist @ Family Wealth Partners
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Michael Ferretti Location
- Matthews, NC, US
Michael Ferretti Work
- Senior Client Service Specialist @ (March 2026 - Present)
- Advisory Operations, Associate @ (January 2025 - March 2026)
- Senior Advisor Support Representative @ (May 2023 - January 2025)
- Advisor Support Representative @ (May 2022 - May 2023)
- Project Coordinator @ (January 2022 - April 2022)
- Enablement Specialist, Processing @ (August 2021 - December 2021)
- Loan Processing Expert @ (March 2020 - August 2021)
- Licensed Insurance Agent @ (July 2019 - March 2020)
- Worship Leader and Church Administrator @ New River Fellowship FTL (February 2018 - June 2019)
- Clinical Documentation Specialist @ (January 2016 - August 2017)
- Business Analyst @ (November 2011 - January 2016)
- Service Manager @ (December 2010 - November 2011)
- Intern @ (May 2010 - August 2010)
Michael Ferretti Education
- Ocean's Edge School of Worship
(Leadership)
2018 - Liberty University
BS (Business Management)
2010
Michael Ferretti Skills
- Customer Oriented
- Clinical Data Management
- Microsoft Office
- Teaching
- Data Analysis
- System Testing
- Clinical Research
- Oracle Applications
- Research
- Clinical Trials
- Microsoft Excel
- PowerPoint
- Public Speaking
- Microsoft Word
- System Administration
- Time Management
- Customer Service
- Customer Support
- Sales
- Data Entry
- Ableton Live
- Team Leadership
- Team Building
- Ableton
- ProPresenter
- Planning Center Online
- Leadership
- Project Management
- Event Planning
- Medicare
- Health Insurance
Michael Ferretti Summary
- Michael Ferretti, based in Matthews, NC, US, is currently a Senior Client Service Specialist at Family Wealth Partners. Michael Ferretti brings experience from previous roles at Choreo, Vanguard and LendingOne, LLC. Michael Ferretti holds a Ocean's Edge School of Worship. With a robust skill set that includes Customer Oriented, Clinical Data Management, Microsoft Office, Teaching, Data Analysis and more. Michael Ferretti has 3 emails and 1 mobile phone numbers on RocketReach.
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