Michael McCune
Overland Park,KS
Summary
I excel in enhancing portfolio performance and client satisfaction through strong analytical skills and a continuous improvement mindset. Expert in risk assessment and ethical conduct, my career is marked by strategic financial guidance and fostering robust client relationships.
IRA specialist with significant experience in managing retirement accounts, ensuring compliance with regulations, and optimizing investment strategies. Proven track record in delivering results through collaboration, adaptability, and strong understanding of financial services. Skilled in client communication, data analysis, and problem-solving, consistently driving success and fostering cohesive team environment.
Overview
39
39
years of professional experience
Work History
IRA Specialist
Synchrony Financial Inc
04.1999 - 02.2025
- Managed high volumes of accounts, ensuring timely processing of contributions, distributions, and rollovers.
- Educated clients on the benefits of various IRA types, assisting them in making informed decisions about their retirement savings options.
- Enhanced client satisfaction by providing efficient and accurate IRA services.
Broker Consultant
NPC/Royal Alliance/BC Christopher/Century Companie
01.1987 - 04.1999
- Organized regular client meetings to discuss portfolio performance, address concerns, and explore additional investment opportunities.
- Ensured compliance with all regulatory requirements by maintaining accurate documentation and records
- Assisted clients in reaching their financial goals through strategic planning and asset allocation.
- Participated in industry conferences and networking events to stay current on best practices.
- Streamlined processes for increased efficiency, enabling quicker response times to client inquiries and requests.
Head Trust Officer
City National Bank
05.1986 - 01.1997
- Developed strategies for asset allocation and risk management, enhancing portfolio performance.
- Fostered strong client relationships by providing personalized financial guidance and support.
- Improved client satisfaction by resolving inquiries and concerns in a timely manner.
- Managed complex trust accounts to ensure compliance with fiduciary regulations and client objectives.
Education
J.D. - Law
University of Kansas School of Law
Lawrence, KSBachelor of Arts - Economics
University of Kansas
Lawrence, KSSkills
- Strong analytical skills
- Continuous improvement mindset
- Risk assessment
- Ethical conduct awareness
Timeline
IRA Specialist
Synchrony Financial Inc
04.1999 - 02.2025
Broker Consultant
NPC/Royal Alliance/BC Christopher/Century Companie
01.1987 - 04.1999
Head Trust Officer
City National Bank
05.1986 - 01.1997
J.D. - Law
University of Kansas School of Law
Bachelor of Arts - Economics
University of Kansas
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