Michael Chang, CFP®

Experience

• 

  Emory University

  Aug 2012 - Dec 2012

  Class Note Taker

  Hired by Emory University's Dr. Miller to keep record of what happens in his Philosophy class to help students with learning disabilities. I had read and understand all of the assignments so that I could synthesize his lectures and class discussions into notes that others could understand.

• 

  All for KIDZ: Producers of The NED Show

  May 2013 - Aug 2013

  Business Operations Intern

  Assisted the Vice President and Operations manager in market research, recruitment, researching company expansion options, and product research. Under personal instruction from the Vice President, I learned the responsibilities and difficulties of employee management, seeing first hand what he struggled with and the solutions he implemented.

• 

  Hillsdale College

  Sept 2013 - May 2014

  Residential Assistant

  Responsible for dorm security and rules.Working on a team of other RA's to create activities and solve dorm specific issues, ultimately to create a strong community.

• 

  Gametize

  May 2014 - Jul 2014

  Business Development Intern

  Generated specific human engagement desired from our business partners by using the appropriate elements of gaming psychology found in Gametize. Advised and Created solutions for our partners who did not realize the full potential of our product and our gamification industry.Also Assisted with content marketing.

• 

  Northwestern Mutual

  Jan 2016 - Jan 2017

  Financial Representative

  Michael Chang is a Financial Advisor at Northwestern Mutual. His mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. Michael works with clients to identify their definitions of financial security, then focuses on solutions that can help make their financial goals a reality. Michael helps find the right solutions for personal, family or business needs.

• 

  Kaizen Financial Advisors, LLC

  Feb 2017 - Apr 2021

  Operations and Client Service Administrator

  Operations: Created and managed daily workflows, Portfolio Center data management, technology implementation, Paraplanning: Primarily working with Money Guide Pro, created financial plans that help clients make retirement, investment, stock compensation, and insurance decisions. Client service: Worked directly with clients on account transfers, insurance applications, move money requests, and any other administrative tasks as needed.

• 

  Highland Private Wealth Management

  May 2021 - now

  Custom Investment Reporting: Created a monthly investment income report and asset allocation for any gaps left by our investment reporting vendors. Custodian Operations: Liaison between Highland and our primary custodians Charles Schwab and Fidelity. Help associates as needed on more complex custodian issues. Client Service Operations: With the primary goal of improving client experience, managed DocuSign, transfer, client on boarding, and CRM. Advanced Excel skills: Revenue projections, billing, and employee compensation. Show less

  • Operations Manager

    Jun 2024 - now

  • Senior Operations Analyst

    Dec 2021 - Jun 2024

  • Associate

    May 2021 - Nov 2021