Michael Payan
New York,NY
Summary
Proven track record in wealth management, exemplified by fostering a 92% AUM growth with the team at Quent Capital and primarily managing over $200 million in assets. At Wilmington Trust, played a key role in integrating high-net-worth client services post-acquisition. Skilled in financial planning and building successful client relationships, demonstrating both analytical prowess and sales proficiency.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Associate Client Advisor
Quent Capital
New York, NY
12.2022 - Current
- Contributed to the Firm's AUM Growth of 92% from 2023 through 2025.
- Fostered successful relationships with +100 clients, providing them with exception wealth solutions.
- Advise on over $200 million in assets.
- Responsible for directly onboarding over $50 million in Assets
Wealth Senior Client Associate
Wilmington Trust
New York, NY
04.2022 - 12.2022
- Developed and maintained trust, investment management, and custody relationships with high-net-worth individuals.
- Assisted in the integration of People's United Advisors' New York office to Wilmington Trust after M&T's acquisition of People's United Financial.
- Provided support during account openings and transfers between custodians or brokerage firms.
Client Advisor
People's United Advisors
New York, NY
10.2019 - 04.2022
- Developed materials for Senior Advisors to facilitate review meetings with high-net-worth individuals.
- Delivered exceptional service by maintaining clear communication with over 100 clients.
- Established efficient practices enhancing operational effectiveness.
Performance Analyst
Gerstein Fisher
New York, NY
07.2018 - 10.2019
- Directly assisted with the Global Investment Performance Standard Verification Project, leading to increased marketability of the firm's investment products.
- Lead meetings with third-party companies and clients to communicate results obtained through data analysis.
- Assisted in the building of composites, leading to improved operational efficiency, to calculate accurate performance.
Education
Bachelor of Science - Biology
Salve Regina University
Newport, RICertification
- Series 65
- Accredited Portfolio Management Advisor
- Chartered Retirement Planning Counselor
Affiliations
- Member of the Committee for CancerCare
- Member of the Young Professional Advisory Board of CEO Connections
- Member of the Sheridan Square Viewing Garden
Timeline
Associate Client Advisor
Quent Capital
12.2022 - Current
Wealth Senior Client Associate
Wilmington Trust
04.2022 - 12.2022
Client Advisor
People's United Advisors
10.2019 - 04.2022
Performance Analyst
Gerstein Fisher
07.2018 - 10.2019
Bachelor of Science - Biology
Salve Regina University
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