Michael Fahie
New York,NY
Summary
Seasoned Advisor with background in providing strategic guidance and solutions. Known for strong problem-solving skills, decision-making abilities, and effective communication. Demonstrated history of advising clients on optimizing business processes and improving overall performance. Committed to making a significant impact by helping organizations meet their goals and objectives through insightful advisement.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Advisor Success Manager II
Pontera
New York City, United States
07.2025 - Current
- Supporting both wealth and retirement plan advisors on the use of Pontera's platform.
- Primary Contact for Mercer Advisors, Barron's #1 ranked RIA firm in 2024 (April 2025 - Present).
Advisor Success Manager I
Pontera
New York City, United States
04.2024 - 06.2025
- 113% Average Quota Attainment
- Winner of the Defined Contributions Incentive for sourcing the team with the most Retirement Plan Advisor leads
Business Development
Pontera
New York City, United States
02.2023 - 03.2024
- Internal Sales Associate: Working with signed Enterprise and Strategic firms to promote adoption of Pontera's Platform
- Average Quota Attainment 157%
- Business Development Representative: Sourced leads from Pontera's SMB and MM segment
- LinkedIn Sales Navigator Team Lead
Professional Hockey Player
Ange IK
Ange, Sweden
06.2021 - 11.2022
- 2021-22: Hockeytvaan Divisional Champions
Education
Cryptocurrency -
Massachusetts Institute of Technology
Cambridge, Massachusetts07.2025
Economics -
Middlebury College
Middlebury, Vermont05.2021
Skills
- Communication
- Microsoft Office
- Public speaking
- Effective time management
- Leadership skills
- Salesforce
- CRM
- Market analysis
- Relationship building
- Written communication
- Active listening
Joseph Birolini and William Hickey Scholarship Foundation
Joey Birolini and Billy Hickey were tragically lost in a car accident in 2021. Their memory lives on through the scholarship foundation, friends, and family. I serve as a Board Member for the scholarship foundation that helps children without the financial means play hockey in the south shore area of Massachusetts.
Certification
- SIE (FINRA, March 2025)
- Series 66 (NASAA, August 2025)
Timeline
Advisor Success Manager II
Pontera
07.2025 - Current
Advisor Success Manager I
Pontera
04.2024 - 06.2025
Business Development
Pontera
02.2023 - 03.2024
Professional Hockey Player
Ange IK
06.2021 - 11.2022
Cryptocurrency -
Massachusetts Institute of Technology
Economics -
Middlebury College
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