Mike Hostetler
Marietta,GA
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
21
21
years of professional experience
Work History
Professional Athlete - Pitcher
Atlanta Braves Baseball Organization
1991 - 1998
- Competed successfully at each level A-AAA of organization. Top ranked pitching prospect, Awarded Minor League Pitcher of Year - 1992 Phil Niekro Award
- Demonstrated strong leadership and communication skills, effectively motivating and encouraging peers.
- Followed instructions from coaches to execute consistent and effective results.
- Promoted positive attitude and competitive spirit during training and gameplay.
- Worked with coaches and trainers to understand and implement improvement strategies.
- Maintained professionalism when attending charity, sporting and media events as team representative.
- Helped new team members acclimate to procedures, collaborate with fellow athletes and enhance competitive performances.
Private Wealth Advisor
Capital Insight Group
03.2009 - Current
- Developed personal rapport with over 80 households to manage individual/family wealth, maintain customer confidence, loyalty, trust, and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Facilitated new client onboarding process and investment account setup.
Wealth Management Advisor
Merrill Lynch
08.2002 - 03.2009
- Conducted client meetings to review, develop and update clients' financial goals.
- Managed account needs for 100 high-worth clients with values more than $500,000 in yearly revenue.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Advised clients on investments, retirement and estate planning.
- Identified clients' financial conditions and needs through financial planning analysis.
Assistant Varsity Baseball Coach
Mount Paran Christian School
01.2012 - 05.2018
- Planned and directed game strategies for team of 20 Varsity players each season. Won 4 Region Championships, 2 GHSA State Runner-Up.
- Coached players on specific position requirements such as pitching and catching.
- Developed and delivered effective and engaging coaching sessions to improve performance.
- Facilitated team building activities and workshops to improve communication, collaboration and productivity.
- Utilized various coaching models and techniques to maximize client success.
Education
Bachelor of Science - Business Administration And Management
Georgia Institute of Technology
Atlanta, GA1999
Skills
- Client Relations
- Relationship Building and Management
- Wealth Management
- Retirement Planning
- Investment Advice
- Business Development
Timeline
Assistant Varsity Baseball Coach
Mount Paran Christian School
01.2012 - 05.2018
Private Wealth Advisor
Capital Insight Group
03.2009 - Current
Wealth Management Advisor
Merrill Lynch
08.2002 - 03.2009
Professional Athlete - Pitcher
Atlanta Braves Baseball Organization
1991 - 1998
Bachelor of Science - Business Administration And Management
Georgia Institute of Technology
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