Michael Zebrowski
- Role
- Chief Operating Officer at Docupace
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Michael Zebrowski
Mike Zebrowski is a seasoned FinTech executive specializing in wealth management…
Experience
Chief Operating Officer
Jan 2023 — Present
Docupace is the leader in cloud-based fintech digital operations software for the wealth management industry. Mike Zebrowski is Chief Operating Officer for the company, and will oversee teams in product, delivery, relationship management, support, training, transitions and legal.
Skills
- Investments
- Asset Management
- Mutual Funds
- Series 7
- Strategic Financial Planning
- Securities
- Finance
- Investment Strategies
- Analysis
- Financial Services
- Customer Service
- Portfolio Management
- Project Management
- Morningstar Direct
- Employee Benefits
- Relationship Management
- Insurance
- Salesforce.com
- Executive Management
- Software
- Start-Ups
- Financial Planning
- Financial Advisory
- Enterprise Software
- Venture Capital
- Retirement
- Asset Allocation
- Human Resources
- Us Gaap
- Mergers & Acquisitions
- Entrepreneurship
- Business Development
- Crm
- Strategy
- Budgets
- Competitive Analysis
- Strategic Planning
- 401k
- Management
- Web Development
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