President and Chief Operating Officer @ (December 2016 - Present)
Board Member @ Charles Schwab Retirement Business Services Advisory Board (December 2016 - April 2020)
Business Development Consultant @ (February 2005 - October 2008)
Michael Tudor Education
University of Washington
Bachelor Of Arts (Economics)
1998-2003
Michael Tudor Skills
Estate Planning
Financial Advisory
Consulting
Pensions
Defined Contribution
Insurance
Retirement Planning
Networking
IRAs
Business Development
Investments
Relationship Management
401k
Retirement Plan Consulting
Asset Allocation
Investment Advisory
Strategic Planning
Financial Services
Wealth Management
Life Insurance
Mutual Funds
Business Planning
FINRA
High Net Worth Individuals
Strategic Financial Planning
Investment Strategies
Asset Management
Deferred Compensation
Defined Benefit
Profit Sharing
Small Business
ERISA
Retirement
Series 65
Pension Administration
Employee Benefits
Securities
Michael Tudor Summary
Michael Tudor, based in Kirkland, WA, US, is currently a Chief Operating Officer at Sloy Dahl & Holst Inc. Michael Tudor brings experience from previous roles at Sloy Dahl & Holst Inc, Smart Investor, Charles Schwab Retirement Business Services Advisory Board and Spectrum Pension Consultants, Inc.. Michael Tudor holds a 1998 - 2003 Bachelor Of Arts in Economics @ University of Washington. With a robust skill set that includes Estate Planning, Financial Advisory, Consulting, Pensions, Defined Contribution and more. Michael Tudor has 1 emails and 1 mobile phone numbers on RocketReach.
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