Michael Turvey
Senior Manager, Advisor Wealth Services - Trading Strategy Desk at Charles Schwab
Based in West Jordan, United States
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Seniority
Other
Department
Other
Location
West Jordan
Industry
Financial Services
Company size
34K
Contact information
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m•••••••@schwab.com
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Background
About Michael Turvey
As a subject-matter expert in options and a variety of other financial products, I teach workable strategies to individuals at all levels of knowledge. I have a reputation for reducing complex topics to their most basic parts and for then building class participants’ understanding to the highest levels. My years of training expertise are founded on ten years experience on the floor of the Chicago Board of Options Exchange (CBOE). In other words, I know how to teach top-flight investment strategies because I have used them myself. I have earned the Certified Financial Planner® and Chartered Market Technician (CMT) designations. My key contributions include:* Course presentation to groups of up to 400, in live appearance or webinar.* Individual financial strategy development and one-to-one coaching.* Course development and writing, including publishing articles in the industry. My topical expertise includes:*Financial Management *Financial Coaching *Derivatives Investing *Instructional Design * Investment Strategy & Tools * Article Writing * Webinars * Client Needs Assessment * Presentations * Soft Sales Specialties: Financial planning, technical analysis, stock and options investing, ETFs, asset allocation, hedging strategies, and portfolio management.
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