Michael Roman Location
- Addison, TX, US
Michael Roman Work
- 2025 -now SVP, Managing Broker Dealer @
- 2020 -2025 Director, Managing Broker Dealer Services @
- 2018 -2020 Director National Sales @ MBD Solutions
- 2017 -2018 Distribution @ S2K Financial
- 2014 -2017 Executive Vice President Capital Markets @
- 2012 -2014 Managing Director Capital Markets @ Preferred Apartment Communities
- 2011 -2012 Regional Vice President @ Alternative Investment Company
- 2008 -2010 Regional Vice President @ United Development Funding
- 2003 -2008 Wholesaler @
- 2001 -2003 Wholesaler @ Citigroup Asset Management
- 1999 -2001 Money Manager Analyst @ Salomon Smith Barney (Citigroup)
Michael Roman Education
- Stephen F. Austin State University
Bachelor of Arts
Michael Roman Skills
- 529 Plans
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Due Diligence
- Equities
- FINRA
- Finance
- Financial Analysis
- Financial Services
- Fixed Annuities
- Institutional Sales
- Investment Properties
- Private Equity
- Real Estate
- Sales Management
- Marketing
- Series 7
- Securities
- Mutual Funds
- Selling
- Investment Strategies
- Wholesale
- Series 63
- Wealth Management
- Strategic Financial Planning
- Training
- Investments
- Public Speaking
- Retirement
- Retirement Planning
- Portfolio Management
- Leadership
- Strategic Financial
- Social Media
- SQL
- Marketing Strategy
- Sales
- Business Analysis
- Analysis
- Banking
Michael Roman Summary
- Michael Roman, based in Addison, TX, US, is currently a SVP, Managing Broker Dealer at Realta Wealth. Michael Roman brings experience from previous roles at WealthForge, MBD Solutions, S2K Financial and MCI - Megatel Capital Investment. Michael Roman holds a Bachelor of Arts @ Stephen F. Austin State University. With a robust skill set that includes 529 Plans, Alternative Investments, Asset Allocation, Asset Management, Asset Managment and more. Michael Roman has 2 emails and 1 mobile phone numbers on RocketReach.
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