Michael DeAngelis
Northwestern Mutual Investment Services
Petersburg
1
Certification
5
years of professional experience
Wealth management professional with experience supporting high-net-worth clients through investment research, portfolio analysis, account administration, and client relationship management. Skilled in developing customized wealth strategies, managing complex account requests, and leveraging industry tools such as Morningstar and YCharts to support informed investment decisions.
Work History
Director of Client Onboarding
1 Year- Facilitated retirement rollovers, ACAT transfers, divorce-related asset allocations, and day-to-day account maintenance, coordinating with custodians, advisors, and clients to ensure timely and accurate execution
- Leveraged Morningstar and YCharts to prepare customized investment proposals, portfolio comparisons, asset allocation analyses, and performance reports for client presentations.
- Drafted and coordinated new account paperwork, including brokerage, advisory, retirement, and trust account documentation.
- Managed service needs for high-net-worth households, ensuring a high-touch client experience through proactive communication, issue resolution, and ongoing relationship support.
Financial Representative
1 Year 8 Months- Executed trades and managed a diverse portfolio of fixed income securities specifically government bonds and corporate bonds.
- Assisted clients in developing long-term financial goals by creating customized wealth management plans based on their individual risk tolerance and objectives.
- Educated high net-worth clients regarding various financial products and services
- Conducted comprehensive investment research to make informed recommendations for client portfolios, resulting in better-informed decision-making processes.
Education
Bachelor’s Degree - Economics
Skills
Morningstar
Y Charts
Microsoft Dynamics CRM
Netx360
Microsoft Office
ENV 2
Certification
- SIE
- Series 7 & 63
- CFA Level 1 Candidate
- Florida 2-15
Timeline
Director of Client Onboarding
Northwestern Mutual Investment Services
08.2025 - CurrentRead More
Financial Representative
Coastal Equities
02.2022 - 10.2023Read More
University of Kentucky
Bachelor’s Degree from Economics
Read More