Michael is a family office professional with over 20 years of experience managing finances for high-net-worth families. Described as analytical and proactive, he specializes in financial reporting, tax preparation, and estate planning. He holds a Bachelor of Science from Quinnipiac University and is a New York State Notary Public.
He applies his financial acumen to philanthropic causes, serving as the Treasurer and Director of Finance for the Loving Legacy - Fan and Dai Foundation. His personal interests include following financial markets, indicated by his engagement with CNBC and Charles Schwab.
Unique fact: Michael oversees the investment portfolio analysis and long-term financial strategy for a charitable foundation.
Read the full overview →They are generally friendly, so be careful when relying on their word. They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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