Michael Fishman Email & Phone Number
Wealth Partner @ NerdWallet Wealth Partners
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Michael Fishman Location
- New York, NY, US
Michael Fishman Work
- Wealth Partner @ (November 2025 - Present)
- Consumer and Wealth Management - Finance @ (August 2021 - Present)
- Vice President - Asset and Wealth Management - Finance and Strategy @ (December 2022 - December 2025)
- Internal Audit Associate @ (January 2019 - August 2021)
- Internal Audit Analyst @ (June 2016 - January 2019)
- Internal Audit Intern @ (January 2014 - August 2015)
- Teaching Assistant @ (January 2013 - May 2014)
- Appraisal Intern @ (May 2013 - December 2013)
Michael Fishman Education
- Bentley University - McCallum Graduate School of Business
Master of Science (M.S.) (Financial Planning)
2015-2016 - Bentley University
Information Security Audit and Control (Accounting and Computer Science)
2011-2015 - Loomis Chaffee 2007-2011
Michael Fishman Skills
- Revenue Modeling
- Expense Forecasting
- Competitive Analysis
- Business Strategy
- Business Development
- Real Estate
- Valuation
- Financial Analysis
- Accounting
- Financial Modeling
- Microsoft Excel
- Microsoft Office
- PowerPoint
- Microsoft Word
- Teamwork
- Leadership
- Acquisition Integration
- Business Operations
- Corporate Development
- Financial Forecasting
- Financial Leadership
- Financial Planning
- Financial Planning and Analysis (FP&A)
- Investment Strategies
- Mergers & Acquisitions (M&A)
- Quantitative Analytics
- Quantitative Finance
- Strategic Analysis
- Strategic Thinking
Michael Fishman Summary
- Michael Fishman, based in New York, NY, US, is currently a Wealth Partner at NerdWallet Wealth Partners. Michael Fishman brings experience from previous roles at Goldman Sachs. Michael Fishman holds a 2015 - 2016 Master of Science (M.S.) in Financial Planning @ Bentley University - McCallum Graduate School of Business. With a robust skill set that includes Revenue Modeling, Expense Forecasting, Competitive Analysis, Business Strategy, Business Development and more. Michael Fishman has 4 emails and 5 mobile phone numbers on RocketReach.
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