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Michael Deferro

Regional Vice President

922 followers

Redondo Beach, California, United States

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Connect with Michael Deferro to Send Message

Timeline
About me
Investment Management - Sales Professional
Education
- Franklin University
  -
  BS Business Management
  Activities and Societies: Student Senate, Chairman of Finance Committee.
Experience
- Ivy Investments
  Feb 2006 - Sept 2010
  Regional Vice President
- Lord, Abbett & Co. LLC
  Jan 2011 - Feb 2012
  Retirement Sales Director
- Hartford Funds
  Mar 2012 - Feb 2015
  Director Defined Contribution Investments - Western U.S. Hartford Funds
  #1 DCIO Sales 2013
- Allianz Global Investors
  Feb 2015 - Aug 2017
  Director - Retirement Consultant
- AllianceBernstein
  Dec 2017 - Mar 2022
  Retirement Specialist - Director
- FORT WASHINGTON FINANCIAL AND INSURANCE SERVICES, INC.
  Mar 2022 - Apr 2024
  Senior Retirement Plan Consultant
  Provided 401(k) plan advisory services and guidance to help plan sponsors manage their fiduciary liability, control plan expenses, education and offered fiduciary advice
- MD Enterprises
  May 2024 - now
  President
  Consultant
Licenses & Certifications
- Certified Plan Fiduciary Advisor
  National Association of Plan Advisors
  May 2021
  View certificate
- SIE, Series 7, 24, 63, IAR, California Life & Health
  FINRA
- C(k)P®
  TRAU - The Retirement Advisor University
  Nov 2013
  View certificate
- ESG(k)
  National Association of Plan Advisors
  Jul 2021
  View certificate
Honors & Awards
- Awarded to Michael Deferro
  NAPA Wingman Award NAPA DC Top Industry Wholesaler Sep 2019
- Awarded to Michael Deferro
  NAPA Wingman Award Winner The National Association of Plan Advisors (NAPA) Sep 2016 Recognized as representing the top 7% DC external wholesalers in the industry.

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