Phillip Michals

Balancer
DISC Type : S

CEO/Executive Chairman at A.G.P./Alliance Global Partners

New York City Metropolitan Area, United States

Overview

Phillip Michals is the CEO and Executive Chairman of A. G. P. /Alliance Global Partners, a full-service financial services firm with a national presence. A graduate of the University of Delaware, his career includes roles in asset management and business development, highlighting his extensive experience across the financial sector.

He serves on the Board of Directors for Manhattan Bridge Capital, a publicly traded Real Estate Investment Trust (REIT) listed on the NASDAQ.

Personality Overview

Empathetic

Good Listener

Process-Oriented

They are polite and respectful but practical.  They are confident about making long-term decisions. Even if it takes time, they prefer following the process.

Topics They Care About

Financial Services
As the CEO of A. G. P. /Alliance Global Partners, his entire career has been dedicated to leadership within brokerage services, asset management, and investment banking.
Capital Markets
His firm is a full-service investment bank that provides services for the capital markets and institutional sectors, placing this at the core of his professional focus.
Real Estate Finance
Serves as a Board Director for Manhattan Bridge Capital Inc. , a publicly traded REIT, demonstrating direct involvement and expertise in real estate investment.

Media Appearances

Executive Chairman Phillip Michals - A.G.P./Alliance Global Partners. Featured in Alliance Global Partners (official website)

See Now

Work History

3-2018
CEO/Executive Chairman at A.G.P./Alliance Global Partners
7-2019
Board of Director at Manhattan Bridge Capital Inc (LOAN)
7-1999 - 9-2024
Partner at RGM
3-2010 - 3-2018
- Business/Development at Aegis Capital Corp.

Education

1988 - 1992
Bachelor of Science - BS from University of Delaware

More Information

Social Presence :

Prographics :

Exp : 26 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : CEO/Executive Chairman at A.G.P./Alliance Global Partners
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Insights For Selling To Phillip

During A Call Or A Meeting

DO's

  • Be very observant about how they perceive the risk in the decision
  • Actively address their concerns around change, risk, and acceptance by users
  • Share information about the process and how it would address all concerns

DONT's

  • Skip mentioning details that are confusing
  • Don’t brush off their concerns, their comfort with you will go down
  • Ensure that you don’t seem disinterested when speaking to them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Phillip is

  • For them, low risk, acceptance by others and strong collaterals are most important.
  • Will you ever get a clear answer from Phillip

  • They never like to say no directly, they postpone the decisions or just go silent.

Insights For Deal Planning

    How fast (or slow) will Phillip move?

  • They can be very slow in making decisions.
  • Can Phillip take some risk or not?

  • They are very likely to play it safe rather than taking risk.

You And Phillip

Personality Compatibility


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