Verified recordFinancial Services

Michael Guarini

Associate Wealth Manager at Brophy Wealth Management, Llc

Based in Amherst, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Amherst

Industry

Financial Services

Company size

10

Contact information

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Email

1 credit

m•••••••@brophywealth.com

Phone

5 credits

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Background

About Michael Guarini

As a highly analytical and performance-driven Financial Services Expert, I offer 10+ years of progressive experience in operations management, portfolio management, cash management, account retention, business development, commercial lending administration, and resources allocation. My talents in monitoring and maintaining branch operations under set policies and procedures will support you in achieving designated targets. Additionally, I love to build and cultivate robust partnerships at all levels for business and consumer growth. What makes me stand out is my proven ability to improve processes that maximize productivity, deepen client relationships and recommend solutions tailored to the clients needs. Clients recognize me for my excellent, interpersonal, analytical, problem-solving, product knowledge, multitasking, negotiating, leadership, and organizational skills. While others take pride in meeting all standards set before them, my passion is for delivering service that goes beyond organizational expectations, creating a win-win scenario for everyone involved!

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