Michael M Koutsoudakis

Financial Advisor at Merrill Edge

Greater New York City Area

Financial Services

Merrill Edge - Pennington, NJ since 2012
Financial Advisor
E*TRADE Financial Apr 2011 - Jan 2012
Syndicate Associate
FBR Capital Markets & Co Sep 2007 - Jul 2010
Vice President- Brokerage Operations
Self employed Aug 2006 - Sep 2007
Entrepreneur
UBS Financial Services, Inc Oct 2000 - Aug 2006
Senior Specialized Securities Sales Analyst

Equities
Trading
SEC compliance
Client Relationship Building
Business Relationship Management
Data Analysis
Series 7
Series 63
Series 65
Series 24

Science; archeology; politics; current events; reading; swimming; snowboarding; outdoor activities

Peer Recognition Award from UBS Team Player Award from Merrill Lynch Dean's List

520 Hawk Dr, Petaluma, CA 94954

Financial Services

Paulson Investment Company, Llc
Vice President of Investments- Private Equity Group
Morgan Stanley Aug 2016 - May 2019
Corporate Equity Solutions, Assistant Vice President
Jpmorgan Chase & Co. Nov 2015 - Aug 2016
Relationship Banker
Merrill Lynch Apr 2013 - Nov 2015
Retirement Education Specialist
Merrill Edge Jun 2012 - Mar 2013
Financial Advisor

Montclair State University 2013 - 2015
Master of Business Administration, Masters, Finance Montclair State University 1996 - 2000
Master of Business Administration, Masters Seton Hall University 1997 - 1997
Bachelors, Bachelor of Arts, English Language and Literature, Literature, English Language

Investments
Securities
Financial Services
Trading
Equities
Finance
Series 7
Investment Banking
Fixed Income
Mutual Funds
Series 63
Options
Financial Planning
Alternative Investments
Financial Advisory
Crm
Wealth Management
Relationship Management
Series 65
Finra
Asset Allocation
Investment Strategies
Retirement Planning
Bonds
Series 24
Sec
Structured Products
Data Analysis
Retirement
Business Relationship Management
Equity Trading
Strategic Financial Planning
Life Insurance
401 Retirement Savings Plans
Marketing
Bloomberg Terminal
Client Relationship Building
Relationship Building
Sales Presentations
Sec Compliance
Etfs
Wealth Management Services
Wealth Accumulation
Business Administration
Qualifying Prospects
Customer Relationship Management
Client Presentation

Outdoor Activities
Reading
Swimming
Health
Snowboarding
Education
Environment
Science and Technology
Human Rights
Civil Rights and Social Action
Poverty Alleviation
Disaster and Humanitarian Relief
Current Events
Social Services
Archeology
Economic Empowerment
Politics
Science
Animal Welfare
Arts and Culture

Ser 7
Ser 24
Ser 63
Ser 65

Merrill Lynch

Apr 2013 to 2000
Retirement Education Specialist
Merrill Lynch
Pennington, NJ
Jun 2012 to Mar 2013
Financial Advisor
Trade Financial
Jersey City, NJ
Apr 2011 to Jan 2012
Syndicate Associate, E
Brokerage Operations, FBR Capital Markets & Co
Arlington, VA
Sep 2007 to Jul 2010
Vice President
Self Employed
Gaithersburg, MD
Aug 2006 to Sep 2007
Entrepreneur
UBS Financial Services, Inc
Weehawken, NJ
Oct 2000 to Aug 2006
Senior Specialized Securities Sales Analyst
Merrill Lynch & Co., Inc
Somerset, NJ
Apr 1999 to Oct 2000
Worth Restricted Securities Analyst
Merrill Lynch & Co., Inc
Somerset, NJ
Jan 1999 to Apr 1999
Tax Consultant
Kislak & Associates
Middletown, NJ
Sep 1998 to Jan 1999
Substitute Teacher
Kislak & Associates
Woodbridge, NJ
May 1998 to Jan 1999
Consultant

Seton Hall University
South Orange, NJ
Dec 1997
Bachelor of Arts
Montclair State University
Montclair, NJ
Master of Business Administration

Series 7, 63, 65, 24- CFP I & II