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 →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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