As a Chartered Leadership Fellow (CLF) attained through the American College of Financial Services, he learned to effectively coach and supervise financial planners on making suitable recommendations of complex financial products such as fixed annuities, custom variable universal life insurance, index annuities, variable annuities, and whole-life products. He also reviewed transactions involving mutual funds, stocks, and bonds for suitability and adherence to FINRA and firm policies. Michael was an associate director of compliance for Northwestern Mutual from 2017 to 2019. His responsibilities included client suitability approval of fixed and variable annuities and variable life insurance products, transaction review, auditing of books and records, coaching and development, and understanding a changing complex regulatory environment. Michael was a derivatives specialist for Charles Schwab, too, where his duties included trading futures, futures options, equity options, equities, bonds, CDs, mutual funds, and treasuries. Apart from trading, Michael also assisted clientele with the risk management of these products and their associated features such as portfolio margin. In prior roles, he traded complex derivative products such as futures, futures options, equity options, and foreign currency. Currently Michael has pivoted his career into data science and analysis while pursuing his second master’s degree in artificial intelligence and machine learning. His recent roles include strategic initiatives analyst for NextEra Energy and as a data analyst for Zeel.
