Michael Eisenbath

Supervise three regions (approximately 175 financial advisor) in relation to trades, account openings and other activities in order to help them follow industry regulations and firm policies. Partner with branches to help them achieve success and remain compliant.

Participate as an active member of a team and contribute to various department and firm projects as those opportunities arise.

Work with a keen sense of emotional intelligence and an Outward Mindset to achieve the best outcomes.

• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Established new client relationships by conducting thorough needs assessments during initial consultations.
• Ensured compliance with industry regulations and company policies while serving clients'' best interests.

Provided on-deadline coverage of a variety of high school, college and professional sports, including game reports and feature stories, for a major metro daily newspaper.

Won several awards for my reporting.