Michael began working with FocusPoint Solutions 14 years ago as the firm’s first Relationship Manager. In that role, Michael worked with several advisors to handle their operational needs, paperwork processing, and any other assistance necessary to facilitate their daily requests. After years as Supervisor for FocusPoint’s Back (Middle) Office, he has since transitioned into a Managerial role within the trading team. During his time at the company, Michael has enjoyed gaining firsthand knowledge about the multiple practices that have transitioned onto the FocusPoint platform. Thanks to his unique experience, Michael has the ability to better provide the right solutions and efficiencies to meet the individual trading needs of each firm FocusPoint supports.
Once a month, we send out a success story or a practice management idea aimed at helping independent advisors become more productive and profitable.I'm interested in staying informed