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Michael Fishman Location
New York, NY, US
Michael Fishman Work
2025 -now Wealth Partner @
2021 -now Consumer and Wealth Management - Finance @
2022 -2025 Vice President - Asset and Wealth Management - Finance and Strategy @
2019 -2021 Internal Audit Associate @
2016 -2019 Internal Audit Analyst @
2014 -2015 Internal Audit Intern @
2013 -2014 Teaching Assistant @
2013 -2013 Appraisal Intern @
Michael Fishman Education
Bentley College - Elkin B. 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
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 College - Elkin B. 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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