Michael Erlacher

Michael Erlacher

Brokerage Intern

Followers of Michael Erlacher731 followers
location of Michael ErlacherNew York City Metropolitan Area

Connect with Michael Erlacher to Send Message

Connect

Connect with Michael Erlacher to Send Message

Connect
  • Timeline

  • About me

    Vice President of Braeburn Whisky Investments | Protecting wealth with "Liquid Gold" - Whisky IPOs | Alternative Assets

  • Education

    • John Jay Senior High School

      2007 - 2011
      High School
    • Binghamton University School of Management

      2011 - 2015
      Bachelor’s Degree Accounting

      Activities and Societies: Finance Society

    • New York University

      2011 - 2012
      Finance and Financial Management Services
  • Experience

    • Global Arena Capital Corp.

      Jun 2014 - Aug 2014
      Brokerage Intern

      Reached out to existing and prospective clients on behalf of senior brokers, relayed transaction and trade information from sales floor to principle, prepared buy and sell ticketsReviewed, interviewed, and recruited potential Series 7 sponsorship program candidatesResearched and analyzed financial statements to determine liquidity and forecasted based on qualitative drivers including historical performance, market growth rates, interest and other risk factors

    • AXA Advisors, LLC

      May 2015 - Apr 2016
      Financial Professional

      Provide goal oriented financial planning to clients across the financial services industry.Create client specific investment vehicles, allowing for tax free withdrawal of capital gains, as well as the ability for clients to trade freely within the vehicle without triggering taxable events or compliance related holding period violations and/or disclosure requirements.Run financial illustrations based on prospective client data to show potential growth of investment vehicles, and present the results to prospects while comparing them to hypothetical taxable accounts.Analyze different investment fund options based on client needs, and make recommendations.AXA Advisors, LLC (NY, NY), member SIPC. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Show less

    • JPMorganChase

      Apr 2016 - Mar 2021
      • Private Client Banker

        Aug 2017 - Mar 2021
      • Relationship Banker

        Apr 2016 - Aug 2017
    • Lee, Nolan, & Koroghlian, LLC

      Mar 2021 - Apr 2022
      Financial Services Professional

      I am licensed to sell insurance in NY

    • Morgan Stanley

      Apr 2022 - May 2023
      Institutional Infrastructure Solutions
    • Braeburn Whisky

      Mar 2024 - now
      Associate Vice President of Business Development
  • Licenses & Certifications

    • Certificate in Scotch Whisky

      Edinburgh Whisky Academy
      Mar 2024
    • FinTech

      Harvard University VPAL
      Jul 2022
      View certificate certificate