Wed, Sep 14|
Run your business like a business: Do what you do best, outsource the rest!
Time & Location
Sep 14, 2022, 9:00 AM
About the event
Mike’s career in financial services has spanned almost all aspects of broker/dealer functions over 25
years whether it was marketing, practice management, recruiting, service, operations or technology and has been with independent broker dealers like LPL Financial, Cambridge Investment Research, Cetera and PNC Bank/PNC Brokerage. He spent the last two years at Ameritas introducing practice
management consulting and marketing, while learning the benefits of being part of a mutually owned
insurance company. Although he grew up in Pittsburgh and graduated from Penn State for undergrad and obtained his MBA from the University of Pittsburgh, he works 100% remote from San Diego. He and his wife Rebecca are both avid sports fans so you’ll probably hear about Rebecca’s love for the Michigan State Spartans and the Packers, Brewers, and Bucks – while he cheers for the Nittany Lions, Steelers, Pirates, and Penguins.In Mike’s downtime – he’s a photographer, golfer, world traveler (cruises) and lucky enough to earn two shots at the world series of poker main event.