Overview
Work History
Education
Skills
Timeline
Generic

Michael Eno

port st. lucie

Overview

43
43
years of professional experience

Work History

Licensed Financial Consultant

Independently Employed
BUFFALO NY AND PORT ST. LUCIE FL
10.2000 - Current

HELPING INDIVIDUALS AND FAMILIES ACHIEVE THEIR FINANCIAL GOALS THROUGH INVESTMENTS IN STOCKS, BONDS, MUTUAL FUNDS, VARIABLE AND FIXED ANNUITIES, UNIT TRUSTS, AND LIFE INSURANCE.

LICENSED FINANCIAL CONSULTANT

MONY SECURITIES
Buffalo, NY
12.1998 - 10.2000
  • Analyzed clients' financial situations to develop customized investment strategies.
  • Educated clients on market trends and financial planning concepts to enhance understanding.
  • Built and maintained strong client relationships through regular communication and personalized service.
  • Conducted comprehensive portfolio reviews to identify opportunities for growth and risk management.
  • I RESIGNED FROM MONY TO REALIZE A 90% COMMISSION PAYOUT VS A 28% PAYOUT AND TO BE ABLE TO OFFER TO MY CLIENTS AN UNRESTRICTED VARIETY OF INVESTMENT OPTIONS.

Licensed Financial Consultant

FIRST ALBANY CORP
BUFFALO NY
08.1994 - 12.1998
  • Advised clients on investment strategies to optimize financial outcomes.
  • Developed personalized financial plans addressing client goals and risk tolerance.
  • Analyzed market trends to inform client recommendations and portfolio adjustments.
  • Facilitated comprehensive financial reviews to ensure alignment with client objectives.
  • I WAS RECRUITED BY MONY SECURITIES WITH A BETTER COMMISSION PAYOUT AND SIGNING BONUS

Licensed Financial Consultant

EMPIRE OF AMERICA BANK/ CITICORP INVESTMENTS (CITIBANK)
BUFFALO NY
11.1989 - 08.1994
  • Educated clients on financial products, enhancing their understanding and engagement.
  • Mentored junior consultants, fostering knowledge sharing and professional growth.
  • Conducted thorough research on potential investments for inclusion in clients'' portfolios, ensuring alignment with their risk tolerance levels and financial goals.
  • Built strong relationships with clients by conducting regular meetings to review portfolio performance and address concerns.
  • ACHIEVED BEING THE HIGHEST PRODUCING BROKER WITH CITICORP WESTERN NY
  • ESTABLISHED INCENTIVES FOR BANK EMPLOYEES WHO REFERRED CUSTOMERS TO ME
  • EDUCATED BANK EMPLOYEES ON INVESTMENT PRODUCTS.
  • TAUGHT INVESTMENT COURSES FOR THREE EVENING SEMESTERS AT ERIE COMMUNITY COLLEGE.
  • WAS RECRUITED BY FIRST ALBANY CORP

Licensed Financial Consultant

DEAN WITTER REYNOLDS
BUFFALO NY
12.1987 - 11.1989

WAS RECRUITED TO BE THE RETIREMENT PLAN COORDINATOR

WITH ENHANCED COMMISSION PAYOUT AND SIGNING BONUS.

EMPIRE OF AMERICA RECRUITED ME WITH A STEADY FLOW OF CUSTOMER REFERRALS FROM A BROAD BASE.

Licensed Financial Consultant

E F HUTTON/SHEARSON LEHMAN
BUFFALO NY
02.1983 - 12.1987

HELPED INDIVIDUALS AND FAMILIES REALIZE THEIR FINANCIAL GOALS THROUGH INVESTING IN STOCKS, BONDS, MUTUAL FUNDS, UNIT INVESTMENT TRUSTS, VARIABLE AND FIXED ANNUITIES AND LIFE INSURANCE.

I CONDUCTED MANY PUBLIC INVESTENT SEMINARS AND BUILT A LARGE BOOK OF BUSINESS FROM THAT.

Education

Business Administration

Niagara County Community College
Sanborn, NY

Skills

  • I AM A HIGHLY AND SELF MOTIVATED PROFESSIONAL WITH 43 YEARS EXPERIENCE IN INVESTMENT SALES I AM WELL VERSED WITH STOCKS, BONDS, MUTUAL FUNDS, VARIABLE AND FIXED ANNUITIES, UNIT INVESTMENT TRUSTS AND LIFE INSURANCE
  • I AM OUTGOING AND COMFORTABLE CONVERSING WITH ALL TYPES OF INDIVIDUALS AS WELL AS PUBLIC SPEAKING TO GROUPS LARGE AND SMALL
  • I AM A GOOD TEACHER AND WAS USED TO MENTOR MANY OF MY FELLOW BROKERS I ALSO HOLD A SERIES 7 AND SERIES 63 LICENSE AS WELL AS A LIFE INSURANCE IN NY AND FL

Timeline

Licensed Financial Consultant

Independently Employed
10.2000 - Current

LICENSED FINANCIAL CONSULTANT

MONY SECURITIES
12.1998 - 10.2000

Licensed Financial Consultant

FIRST ALBANY CORP
08.1994 - 12.1998

Licensed Financial Consultant

EMPIRE OF AMERICA BANK/ CITICORP INVESTMENTS (CITIBANK)
11.1989 - 08.1994

Licensed Financial Consultant

DEAN WITTER REYNOLDS
12.1987 - 11.1989

Licensed Financial Consultant

E F HUTTON/SHEARSON LEHMAN
02.1983 - 12.1987

Business Administration

Niagara County Community College
Michael Eno