Michael Sefscik
- Role
- Senior Investment Consultant at Aptus Capital Advisors
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Investment Consultant
Dec 2022 — Present
Aptus collaborates with advisors to grow their business and manage portfolio risk through shared CIO services, sub-advisory, and innovative ETFs built to help overcome the hurdles of longevity risk and drawdown.
Skills
- Mutual Funds
- Financial Risk
- Leadership
- Finance
- Portfolio Management
- Customer Service
- Management
- Life Insurance
- Investments
- Financial Advisory
- Finra
- Separately Managed Accounts
- Series 7
- Wealth Management
- Process Improvement
- Microsoft Office
- Risk Management
- Business Development
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