Michael von Feldt

Administration Manager at E.A. Buck

Role: Administration Manager at E.A. Buck Financial Services
Location: Denver, CO, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Michael von Feldt

Senior Financial Consultant with 16 years of accomplishments in improving clientele’s…

Experience

Administration Manager
E.A. Buck Financial Services
Oct 2024 — Present · Denver, CO, US
Supervised daily operations of Client Services Advisors, ensuring alignment with organizational goals. • Drove phone metrics to record levels, enhancing overall team performance. • Developed and implemented new training programs, significantly improving onboarding efficiency. • Processed over $6 million in new commissions, contributing to the company\'s financial growth.

Education

Regis University
Bachelor of Science in Business Administration
2000 — 2004

Contact information

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Work email
m••••••••@eabuck.com
Personal email
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Current company

E.A. Buck Financial Services

Financial Services · 59 employees · Founded 1980 · Denver, Colorado, United States

At E.A. Buck we believe in informing and helping clients create a strategic action plan through our unique five step E.P.I.C. process. Our E.P.I.C. planning involves the one-on-one engineering of your financial goals and it is exclusive to E.A. Buck clients. The focus is on integrating structure, tax efficiency, and tools to create the most comprehensive planning experience. E.A. Buck Financial Services is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser and/or Buck Wealth Strategies, a Registered Investment Adviser. MAS and E.A. Buck Financial Services are not affiliated entities. AEWM and E.A. Buck Financial Services are not affiliated entities. Buck Wealth Strategies, MAS and AEWM are not affiliated entities. E.A. Buck Financial Services and Buck Wealth Strategies are affiliated by common ownership. In California, we are known only as E.A. Buck Insurance Services in all solicitations of insurance.

eabuck.com

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About Michael von Feldt

Experience

Administration Manager

Education

Regis University

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