Michael Quercia

About Michael Quercia

Private Wealth Management professional with 18+ years of industry experience on both sides of the balance sheet. Deep passion for providing tailored financial solutions to HNW and UHNW clients. Skilled in Client Advisory, Investment Strategies, Holistic Financial Planning, Options, Credit, Lending, Deposits, Securities, and Asset Management.Throughout my career, I\'ve built a reputation for being a trusted advisor, known for my ability to navigate complex risks while maintaining the highest level of professionalism, integrity, and confidentiality. I thrive in collaborative environments, working closely with colleagues and industry experts to continuously expand my skill set and deliver the best possible outcomes for clients.I am passionate about continuing my professional growth within the private client services sector and am excited about the opportunity to connect with like-minded professionals. Let\'s connect and explore how we can work together to achieve great things!

Experience

1. Financial Advisor, Rcsa, Practice Manager

   Ameriprise Financial Services, LLC

   Sep 2024 — Present

Education

• Villanova University

  Bachelor of Science in Business Administration, Finance

  2000 — 2004

Skills

• Iras
• Finance
• Wealth Management
• Private Banking
• Investments
• Asset Based Lending
• Equities
• Capital Markets
• Series 7
• Structured Products
• Asset Management
• Trading
• Wealth Management Services
• 403 B
• Etfs
• Financial Analysis
• Investment Management
• Investment Advisory
• Series 66
• Life & Health Licenses
• Financial Advisory
• Uniform Combined State Law
• Fixed Income
• Investment Strategies
• Alternative Investments
• Separately Managed Accounts
• Private Equity
• Retirement
• Bonds
• Strategic Financial Planning
• Asset Allocation
• Mutual Funds
• Bloomberg
• Securities
• Estate Planning
• Letters of Credit
• Hedge Funds
• Microsoft Office
• Customer Service
• Portfolio Management