Michael Powrie
Tampa
Summary
Accomplished professional with over 25 years of industry experience. Proven track record in numerous roles including customer service, trading, service to sales, and leadership roles. Ability to embrace and adapt to change having been through 3 mergers/acquisitions. Demonstrated ability to foster strong relationships with high net worth clients and improve team performance through effective leadership. Excelled in driving organizational success and exceeding service and sales goals.
Overview
24
24
years of professional experience
Work History
Senior Manager/AVP
E*TRADE/Morgan Stanley
03.2020 - 12.2024
- Provided strong leadership to enhance team productivity and morale.
- Established strong relationships with high net worth clients, ensuring long-term partnerships and repeat business.
- Improved team performance by providing comprehensive training and fostering a collaborative work environment.
- Collaborated closely with peers from other departments to drive organizational success jointly as one cohesive unit.
Team Lead/Relationship Manager
E*TRADE/Morgan Stanley
02.2006 - 02.2020
- Provided high level service to high net worth book clients.
- Consistently met and exceeded asset gathering, service to sales, and service goals.
- Trained new team members by relaying information on company procedures and performance goals.
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
- Coached and served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
Equity and Option Trader
Brown and Company/JPMorgan Invest
02.2001 - 05.2006
- Executed equity and options trades for self directed investors.
- Educated clients on order types and buying power/margin calculations.
Education
Bachelor of Science - Finance
University of South Florida
Tampa, FL12-1996
Skills
- Series 7, 9, 10, 24, 63, and 66 licensed
- Microsoft Office/Salesforce
- Documentation and Reporting
Timeline
Senior Manager/AVP
E*TRADE/Morgan Stanley
03.2020 - 12.2024
Team Lead/Relationship Manager
E*TRADE/Morgan Stanley
02.2006 - 02.2020
Equity and Option Trader
Brown and Company/JPMorgan Invest
02.2001 - 05.2006
Bachelor of Science - Finance
University of South Florida
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