Michael Shoniker
Private & Real Asset Strategies for Independent RIAs & Family Offices | Land Infrastructure | Charlotte, NC
- Role
- VP of Client Relations at Innovative Capital Solutions
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Michael Shoniker
With over 16 years of experience in sales, financial services, 401k, and consulting for business owners, I currently serve as VP of Client Relations and Private Investments Consultant at Innovative Capital Solutions, an Innovative Private Wealth Management company. My role involves fostering RIA, family office, and client relationships and providing strategic investment consulting that aligns with the firm’s mission of delivering tailored financial solutions. Leveraging a refreshingly unique approach to private offerings, I collaborate with our team to enable clients to achieve their investment goals. My career has been shaped by a commitment to excellence, emphasizing strategic problem-solving, distribution expertise, and a client-first approach to investments.
Experience
VP of Client Relations
Feb 2024 — Present
Education
State University of New York at Fredonia
Bachelor’s Degree, Business Administration and Management, Finance and Economics
2005 — 2009
State University of New York at Fredonia
Business, Finance and Economics
2005 — 2009
Skills
- Strategic Planning
- B2b
- Relationship Management
- Direct Sales
- Sales Presentations
- Retirement Plan Consulting
- Building Relationships
- Human Resources
- New Business Development
- Series 6
- Business Development
- Sales Process
- Hris
- Coaching
- Payroll
- Cold Calling
- Account Management
- Retirement Planning
- Time Management
- Lead Generation
- Team Leadership
- Retirement Plan Design
- Talent Acquisition
- Social Media
- 401k
- Employee Benefits
- Business Planning
- Relationship Building
- HR Consulting
- Team Building
- Management
- Retirement
- Leadership
- Marketing
- Series 63
- Benefits Administration
- Salesforce.com
- Sales Operations
- Customer Retention
- Customer Service
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