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Michael Greene, MBA, CFP®

Michael Greene, MBA, CFP®

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location of Michael Greene, MBA, CFP®Bellevue, Washington, United States

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  • Timeline

  • About me

    Co-President at Highland Private Wealth Management

  • Education

    • Northwest University

      2010 - 2013
      Bachelor's Degree Accounting & Finance

      Activities and Societies: Magna Cum Laude Graduate; Delta Mu Delta Fraternity Member; Men's Basketball Team Captain

    • Northwest University

      2013 - 2015
      Master of Business Administration (M.B.A.)

  • Experience

    • Highland Private Wealth Management

      Aug 2016 - now

      • Co-President

        Nov 2024 - now

      • Advisor / VP of Operations

        Jul 2019 - now

      • Operations Manager/ Associate Advisor

        Aug 2016 - now

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Dec 2016

    • Certified Wealth Confidant

      Living Fully Project
      Nov 2020
      View certificate certificate

  • Honors & Awards

    • Awarded to Michael Greene, MBA, CFP®
      1st Team Academic All-American CoSIDA Mar 2013
    • Awarded to Michael Greene, MBA, CFP®
      Male Athlete of the Year Northwest University Mar 2013
    • Awarded to Michael Greene, MBA, CFP®
      30 Under 30 Award - 2017 425 Business Magazine
    • Awarded to Michael Greene, MBA, CFP®
      NAIA All-American -