Michael Shoniker

Initiator
DISC Type : Di

VP of Client Relations at Innovative Private Wealth Management

Charlotte, North Carolina, United States

Overview

Michael is a seasoned financial executive with over 16 years of experience, specializing in private equity and retirement planning. As VP of Client Relations at Innovative Private Wealth Management, he focuses on alternative investment solutions for high-net-worth clients. He holds a Series 65 license and a business degree from the State University of New York at Fredonia.

Outside of finance, Michael is a passionate wellness entrepreneur and philanthropist. He co-owns True REST Float Spa in Charlotte, driven by a mission to help people feel better physically and mentally. He actively uses his business to support community causes, including veterans, first responders, and local charities.

He has donated over 2, 500 float therapy sessions to military veterans to help them manage PTSD symptoms.

Personality Overview

Confident

Conviction Driven

Impact-Oriented

They don’t mind taking a stand if they believe in something.  They respond well to objective pitches but also attach some value to relationships. They usually prefer to drive the conversation.

Topics They Care About

Alternative Investments
As VP of Business Development, he focuses on delivering private equity, real estate, and infrastructure investment solutions to financial advisors for their high-net-worth clients.
Wellness Entrepreneurship
He is the co-owner of True REST Float Spa, reflecting a deep passion for helping people improve their well-being through innovative therapies like sensory deprivation.
Veterans Support
He is a dedicated philanthropist who has donated thousands of float sessions from his business to help military veterans cope with symptoms of PTSD.

Media Appearances

Michael has no verified media appearances

Work History

2-2024
VP of Client Relations at Innovative Private Wealth Management
2-2024
Private Investments Consultant at Innovative Private Wealth Management
1-2018
Owner at True REST Charlotte
12-2024 - 10-2025
Private Investments Consultant at Innovative Development Funds/Broadstreet Global Advisors
3-2023 - 10-2025
President at MTS Consulting Co

Education

2005 - 2009
Bachelor’s Degree from State University of New York at Fredonia
2005 - 2009
Business from State University of New York at Fredonia

More Information

Social Presence :

Prographics :

Exp : 10 Location : Charlotte, North Carolina, United States Job Level : Senior Designation : VP of Client Relations at Innovative Private Wealth Management
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Get them to a point where they are ready to bat for your product internally
  • Focus on the big picture and the strategic value of your product
  • Look like someone who is on top of their game

DONT's

  • Don’t be very informal even if they are being so themselves
  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Michael

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Michael take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Michael

Personality Compatibility


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