Michael O Location
- Melbourne, FL, US
Michael O Work
- 2018 - now Vice President @
- 2014 - 2018 Advisor Consultant - Senior Associate @
- 2017 - 2018 Consultant @
- 2009 - 2018 Sales Agent @
- 2011 - 2014 Senior Internal Wholesaler - Sales Officer of Prudential Trust Company @
- 2007 - 2011 Regional Sales Associate @
- 2006 - 2007 Account Executive @
- 2005 - 2006 Operations and Compliance Supervisor @
- 2001 - 2005 Operations @
Michael O Education
- William Paterson University of New Jersey 2000 - 2003
- Wilkes University 1998 - 2000
- null
Michael O Skills
- Investments
- Mutual Funds
- Series 63
- Series 7
- Securities
- Relationship Management
- 401k
- Financial Services
- Recruiting
- Selling
- Sales Management
- Real Estate
- Finance
- Fixed Annuities
- Sales
- Retirement Planning
- Insurance
- Asset Management
- Alternative Investments
- Retirement
- Asset Allocation
- Investment Advisory
- Investment Strategies
- Equities
- Fixed Income
- Hedge Funds
- Variable Annuities
- Bonds
- Sales Presentations
- Salesforce.com
- Wholesale
- FINRA
- Private Equity
- Brokerage
Michael O Summary
- Michael O, based in Melbourne, FL, US, is currently a Vice President at CION Investments. Michael O brings experience from previous roles at Neuberger Berman, Get A Rate, United Global Properties and Prudential Investments. Michael O holds a 2000 - 2003 William Paterson University of New Jersey. With a robust skill set that includes Investments, Mutual Funds, Series 63, Series 7, Securities and more. Michael O has 1 emails on RocketReach.
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Top CION Investments Employees
Derek Schwartz
Senior Managing Director
Philadelphia, PA, US
Daniel Kramer
SVP and Chief Marketing Officer
Medford, NJ, US
Stephen Roman
Chief Compliance Officer and Counsel
New York, NY, US
Barrett Keller
Vice President
Stamford, CT, US
Gregg Bresner
President and Chief Investment Officer
New York, NY, US
Susan Armstrong
Managing Director, Head of Marketing
New York, NY, US
Aditi Budhia
Managing Director
Hoboken, NJ, US
Brian Mulligan
Director
New York, NY, US
Shane Brandon
Vice President- External Wholesaler
Hoboken, NJ, US
Shane Magrann
Managing Director
New York, NY, US
Joe Elsabee
Managing Director
New York, NY, US
Daniel Michaels
Senior Vice President | West Coast RIAs
San Diego, CA, US
Peter Murphy
Vice President
New York, NY, US
Douglas Crossman
President, CION Securities, LLC
New York, NY, US
Patrick Quinn
Head of Business and Legal Affairs, General Counsel
New York, NY, US
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