Michael Roman Email & Phone Number
SVP, Managing Broker Dealer @ Realta Wealth
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Michael Roman Location
- Addison, TX, US
Michael Roman Work
- SVP, Managing Broker Dealer @ (December 2025 - Present)
- Director, Managing Broker Dealer Services @ (April 2020 - December 2025)
- Director National Sales @ MBD Solutions (February 2018 - April 2020)
- Distribution @ S2K Financial (May 2017 - February 2018)
- Executive Vice President Capital Markets @ (December 2014 - May 2017)
- Managing Director Capital Markets @ Preferred Apartment Communities (August 2012 - December 2014)
- Regional Vice President @ Alternative Investment Company (February 2011 - August 2012)
- Regional Vice President @ United Development Funding (March 2008 - July 2010)
- Wholesaler @ (February 2003 - March 2008)
- Wholesaler @ Citigroup Asset Management (January 2001 - January 2003)
- Money Manager Analyst @ Salomon Smith Barney (Citigroup) (January 1999 - January 2001)
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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Wealth Manager
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Jon Cooper
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