Michael Erlacher

Experience

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  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

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  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

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  JPMorganChase

  Apr 2016 - Mar 2021

  • Private Client Banker

    Aug 2017 - Mar 2021

  • Relationship Banker

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

  Mar 2021 - Apr 2022

  Financial Services Professional

  I am licensed to sell insurance in NY

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  Morgan Stanley

  Apr 2022 - May 2023

  Institutional Infrastructure Solutions
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  Braeburn Whisky

  Mar 2024 - now

  Associate Vice President of Business Development