Mike Fortin

Financial Advisor | Wealth & Retirement Planner | Client Experience Specialist | Sales Director | Recruiter | Trainer | Coach | Team Builder

Role
Investment Advisor Representative at B.O.S.S. Retirement Solutions
Location
Orem, UT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Mike Fortin

I have an extensive background in sales and sales management in a variety of industries…

Experience

  1. Investment Advisor Representative

    B.O.S.S. Retirement Solutions

    Nov 2025 — Present · Lehi, UT, US

    Financial planning to help clients meet their financial goals and retire confidently.

Skills

  • Inventory Management
  • Bilingual-Spanish
  • Telecommunications
  • Supervisory Skills
  • Sales Management
  • Sales Operations
  • Customer Retention
  • Customer Service
  • Direct Sales
  • Account Management
  • Microsoft Word
  • Team Leadership
  • Training
  • Customer Satisfaction
  • Team Building
  • Leadership
  • Microsoft Excel
  • Powerpoint
  • Microsoft Office

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Mike Fortin — Investment Advisor Representative at B.O.S.S. Retirement Solutions in Orem, UT, US | Unifers