Michael Soos Email & Phone Number
President and Founder
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Michael Soos Location
- Mooresville, NC, US
Michael Soos Work
- 2023 -now President and Founder @ Soos Consulting Group
- 1987 -2023 Regional Vice President @ Regional Vice President, Advisor Channel at Prudential Annuities
Michael Soos Education
- St. John's University
BS (Business Management)
1984-1987 - Saint John's University
Bachelor of Science in Business Management (Business Administration and Management, General)
1983-1987
Michael Soos Skills
- Mutual Funds
- Securities
- Series 63
- Retirement
- 401k
- Wealth Management
- Management
- Series 6
- Retirement Planning
- Series 7
- Investments
- Fixed Annuities
- Financial Services
- Asset Allocation
- Strategic Financial Planning
- Sales
- Insurance
- Writing
- Positioning
- Financial Advisory
- Consulting
- Conciseness
- Market
- Huntersville
- Adobe Acrobat
- Nasd
- Community
- Demography
- Fee
- Fortune 500
- IRAs
- Advancement
- Competitive Analysis
- Finance
- Zephyr
- Piedmont
- Investment Sales
- Aol
- Adoption
- New Account Acquisition
- Families
- Sales and Marketing
- Separately Managed Accounts
- Segmentation
- Cda
- Design
- Insurance Planning
- Science
- Financial Issues
- New Account
- Lotus
- CRM
- CIMA
- Database Administration
- Charlotte
- PowerPoint
- Formulate
- Res
- Lecturing
- Web Applications
- Networking
- Foundation
- System
- Business Services
- Bloomberg
- Sage Act
- Life Insurance
- Strategies
- Microsoft Excel
- New Business Development
- Financial Goals
- Training
- Wealth
- Business Management
- Product Development
- Reporting
- Homeowners
- Board of Directors
- Analysis
- Written
- Community Service
- Manage Budgets
- Retirement Savings
- C
- Open Architecture
- Communication
- Market Opportunities
- Strategic Planning
- Microsoft Access
- Visibility
- Marketing
- Sales Trainings
- Rollout
- Mobius
- Sales Presentations
- Services
- Presentations
- Midwest
- Responsibility
- Council
- Retaining
- Distribution
- Certified Continuing Education Instructor
- Educational Programs
- Account Management
- History
- Spreadsheets
- Leading Edge
- Variable Annuities
- Wrap
- Managing Accounts
- Marketplace
- Software
- Windows NT
- Morningstar
- Business Planning
- Microsoft Word
- Rate
- Proposal Writing
- Platforms
- Strategic Alliances
- Meetings
- Health Insurance
- Olympic
- Series 65
- Evaluation
- Dealers
Michael Soos Summary
- Michael Soos, based in Mooresville, NC, US, is currently a President and Founder at Soos Consulting Group. Michael Soos brings experience from previous roles at Regional Vice President, Advisor Channel at Prudential Annuities. Michael Soos holds a 1984 - 1987 BS in Business Management @ St. John's University. With a robust skill set that includes Mutual Funds, Securities, Series 63, Retirement, 401k and more.
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