Michael M.

Michael M.

5.0

(1)

Elite Sales & Trading Coach | Wall Street | D1 Athlete | Start-Up

Duke University Logo

Studied at Duke University

Numisma Bank Logo

Works at Numisma Bank

Available tomorrow at 5:00 PM UTC

Questions? Start chatting with this coach before you get started.

Michael's Coaching Offerings

Custom hourly

Get help with Skill Building, LinkedIn Review, and .

Michael’s Capital Markets & Trading Qualifications

Experience level: Vice President

60+ people coached for Capital Markets & Trading

I’ve lived many lives—on Wall Street, on wrestling mats, on stages, and in the trenches of entrepreneurship—and each one sharpened my ability to sell, lead, and win under pressure. As a Financial Advisor, I built trust with retail clients and high-net-worth individuals, delivering tailored financial solutions. Later, I helped raise millions from institutional investors and family offices as a Vice President of Capital Raising. That wasn’t just sales—it was storytelling, psychology, and strategy at the highest level. I’ve negotiated business exits, consulted for HVAC firms, and spearheaded growth strategies that resulted in measurable revenue gains. But I’m not just a suit. I built a brand as an artist, assembled a creative team, marketed my music from zero to charting globally—all through grit, cold outreach, and smart positioning. That’s sales too—just in a different uniform. Before all that, I was a nationally ranked wrestler, competing at Duke and Blair Academy. Wrestling taught me discipline, resilience, and how to thrive when it’s one-on-one and the lights are on. Whether you’re prepping for a high-stakes interview, leveling up your career, or trying to sell yourself or your product with conviction—I bring real-world experience across finance, entrepreneurship, and personal branding. I know what it takes to win in a room, on a call, and in life—and I coach people to do just that. Now - I wear two hats at a Greenwich, CT start-up bank, covering Sales & Trading as well as Corporate Development, working directly with the executive team.

Michael can help with:

Skill Building

LinkedIn Review

Trading Execution

Cover Letters

Sales & Trading Strategy

Resume Review

Networking Strategy

Technical Interview Prep

Behavioral Interview Prep

Michael also coaches for Sales, Career Coaching, Life Coaching, Music, and Health & Fitness. View all.

About Michael

I’ve lived many lives—on Wall Street, on wrestling mats, on stages, and in the trenches of entrepreneurship—and each one sharpened my ability to sell, lead, and win under pressure. As a Financial Advisor, I built trust with retail clients and high-net-worth individuals, delivering tailored financial solutions. Later, I helped raise millions from institutional investors and family offices as a Vice President of Capital Raising. That wasn’t just sales—it was storytelling, psychology, and strategy at the highest level. I’ve negotiated business exits, consulted for HVAC firms, and spearheaded growth strategies that resulted in measurable revenue gains. But I’m not just a suit. I built a brand as an artist, assembled a creative team, marketed my music from zero to charting globally—all through grit, cold outreach, and smart positioning. That’s sales too—just in a different uniform. Before all that, I was a nationally ranked wrestler, competing at Duke and Blair Academy. Wrestling taught me discipline, resilience, and how to thrive when it’s one-on-one and the lights are on. Whether you’re prepping for a high-stakes interview, leveling up your career, or trying to sell yourself or your product with conviction—I bring real-world experience across finance, entrepreneurship, and personal branding. I know what it takes to win in a room, on a call, and in life—and I coach people to do just that.

Work Experience

Numisma Bank Logo

Sales and Trading

Numisma Bank

March 2025 - Present

• Developed institutional pitch decks with CRO and led pro forma financials with CFO; executed go-to-market strategy targeting global emerging market central and commercial banks, driving revenue growth • Partnered with CEO, CDO, and PE sponsors on capital raise - helped build models, supported legal diligence, and sourced strategic opportunities that secured funding

J.P. Morgan Logo

Analyst

J.P. Morgan

February 2023 - January 2025

Air King Logo

Business consultant

Air King

May 2022 - February 2023

• Evaluated HVAC company in preparation of potential exit by analyzing financial controls, revenue and expense optimization, and contract compliance to maximize exit value • Facilitated company pitches to business brokers and other interested parties resulting in four potential buyers with offer enterprise values between $7mm and $8mm

NRIA Logo

Capital Raising Vice President

NRIA

August 2021 - May 2022

• Provided investment due diligence analyses and institutional client support for family offices representing $50mm assets under management • Conducted discounted cash flow analysis on a $20mm residential property in Florida to determine investment viability • Raised over $2mm of equity investments across 12 new clients within the first three months Real Estate Acquisitions, Investment Valuation and +4 skills

Northwestern Mutual Logo

Financial Advisor

Northwestern Mutual

July 2019 - July 2021

• Developed and modeled customized solutions consisting of life insurance, retirement planning and tax strategies catered to clients' long-term goals and horizons • Sourced, networked, and on-boarded 25 clients resulting in $50,000 of premiums for life and disability insurance • Achieved Pacesetter Fast Start designation by on-boarding 10+ clients in the first 90 days (less than 15% of representatives achieve this milestone) Financial Planning, Tax Strategies and +3 skills

Education

Duke University Logo

Duke University

Markets and Management, Sociology

2015 - 2019

Activities and societies: Markets & Management Program, NCAA Division 1 Wrestling

Blair Academy  Logo

Blair Academy

High School Diploma

2012 - 2015

Activities and societies: Investment Club, High School Wrestling

1 Review

Overall Rating

5.0

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Michael M.

Michael M.

5.0

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