As the Chief Financial Officer at DriveWealth, Michael has oversight of all finance functions and brokerage operations for the company, including financial reporting, treasury, tax management, regulatory reporting, banking relations, and risk management. He has installed and maintains strict financial and compliance controls and develops strategies for prospering in the rapidly evolving global fintech markets and regulatory environments.
Michael began his financial services career as a financial analyst at Merrill Lynch & Co., then later served as Controller at First Rock Financial Corporation. Michael then worked at Prudential Equity Group as the Managing Director of Finance and Administration, and later as the CFO and the Chief Administrative Officer. He was also the Financial and Operations Principal for Prudential’s NYSE-member broker-dealer, overseeing more than 100 professionals, and managing the P&L with revenues exceeding $300 million. Michael also served as the Chief Administrative Officer for FX Solutions and as the C-Level Consultant to the CEO at TAB Networks.
Michael is a Certified Public Accountant, a Chartered Global Management Accountant, and a Chartered Financial Analyst. He earned a Bachelor’s Degree from Lehigh University with a dual major in Accounting and Finance. He holds FINRA/NFA Series 3, 7, 24, 27, 34, 55, 63 and 99 licenses.