Senior Consultant - Advisory and Planning Team @ (March 2021 - Present)
Retirement Consultant @ (August 2020 - November 2025)
Financial Professional @ (October 2019 - August 2020)
Vice President | Head of New Plan Acquisition, Marketing and Strategic Relationships @ (January 2008 - December 2018)
Assistant Vice President | Sales and Marketing @ (January 2002 - January 2008)
Marketing Manager @ (January 1999 - January 2002)
Michael Moniz Education
University of Rhode Island
BS | Bachelor of Science (Marketing and Business Administration)
1986-1990
Michael Moniz Summary
Michael Moniz, based in Boston, MA, US, is currently a Sr. Branch Financial Advisor at Empower. Michael Moniz brings experience from previous roles at Empower and Equitable Advisors, LLC. Michael Moniz holds a 1986 - 1990 BS | Bachelor of Science in Marketing and Business Administration @ University of Rhode Island. Michael Moniz has 3 emails and 2 mobile phone numbers on RocketReach.
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