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Michael Weiss

Advisor

Role and Company

President, Sebago Associates, LLC

Expertise

40 years experience in financial services

Location

Greenwich, CT

About Michael

I am a financial services industry professional and educator, with experience in building, managing and leading high performing teams across client, operational, profitability and governance facing challenges and goals. I focus on issues regarding operational risk, due diligence, business evaluation and wealth management .

Presently, I am the President of my own consulting firm, Sebago Associates, LLC which provides strategic consulting services. Additionally, I am an adjunct professor at Mercy College, teaching financial and investment management, business communications, and being a mentor for professional preparedness for student internships and full-time positions.

I have experience across many fields of financial services, in various facets of the wealth management industry. These experiences include President and Chief Operating Officer at Joel Isaacson & Co., LLC, a leading independent wealth management firm; Chief Operating Officer and EVP at Golden Retirement Resources; President of Independent Financial Marketing Group, Inc. which provided a full range of brokerage, investment advisory and insurance agency services in the financial institution channel via 2000 producers: and at Oppenheimer & Co., Inc. (later CIBC World Markets), serving as Managing Director / Chief Operations Officer.

I look forward to the opportunity to assist with the process of your job search if I am able.

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Michael's Recent Answers

one month ago

What are some tips for entering the financial services industry?

There are many ways to enter this space (in ‘normal’ times). Most banks will have brokerage & advisory services, either directly...

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one month ago

How do I take the skills I have built over the years in the hedge fund industry and apply them into another career?

Good afternoon. Perhaps this is a skill / function dependent issue but would be happy to discuss. I have worked across...

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one year ago

Internal Interviews

I always would advise you that - yes, this is an interview. The process of selling is ongoing and I...

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one year ago

How do you best translate leadership from military to resume?

Hello & thank you for your service I believe that there are a bunch of good answers already written. My own...

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