Michael brings over 20 years of experience in financial services to his role as a financial data analyst at FEA. Michael leverages his financial expertise to analyze and model data, supporting strategic planning and investment projects. He creates financial models, dashboards, and capital plans to ensure client objectives are met, while managing data pipelines visualization tools to present insights. Michael’s focus on process documentation and delivering high-quality, strategic solutions drives successful outcomes for both clients and internal teams.
Prior to joining FEA, Michael held a variety of roles, including broker, advisor, and supervisor, where he was responsible for overseeing brokerage and advisory operations. In his most recent position, he focused on process improvement, data management, KPI development, and supporting teams overseeing wealth management and brokerage divisions.