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Michael Weiss


Role and Company

President, Sebago Associates, LLC


40 years experience in financial services


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

3 months 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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3 months 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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