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Michael Sorrow
Personal Wealth Advisor @BIP Wealth
Atlanta, GA, US
EMAILS
m••••••@bipwealth.com
MOBILE NUMBERS
+17•••••••95
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WORK HISTORY
Sep 2019 — Present
Personal Wealth Advisor @BIP Wealth
Atlanta, GA, US
I assist wealthy individuals and families with customized financial planning, management of public market investments, and access to private equity and private fixed income investment opportunities, as appropriate.
SKILLS
E-LearningTurnkey ProjectsLeadership DevelopmentHubspotWeb StrategyRevenue Growth GenerationSales Rep TrainingStrategic PlanningE-Learning ModulesE-Learning ImplementationFinancial EducationAsset ManagmentCompetency Based TrainingWeb ApplicationsSales Leadership TrainingInvestmentsFinancial ServicesSales ManagementCertified Financial PlannerSalesforce.comE-Learning ConsultingWealth ManagementTraining Delivery
ABOUT MICHAEL SORROW
Many firms say they can manage your wealth. Few can create it. At BIP Wealth, we do both.…
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