Michael Baldauf's Email and Phone

Regional Sales Consultant @ Catalyst Funds

Michael Baldauf's Email

b****j@dukes.jmu.edu

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Angele Ryan Regional Partner

Location	Greater New York City Area
Work	Regional Sales Consultant @ Catalyst Funds Financial Professional @ AXA Advisors
Education	Bachelor of Business Administration (BBA), Finance @ James Madison University - College of Business
About	Specialties: Alternative Investments, Portfolio Enhancement and Strategic Investor Relations Regional Sales Consultant @ New York City, Long Island Regions Catalyst is a unique fund shop that provides intelligent alternatives in a liquid mutual fund format. With liquid alternatives becoming one of the fastest growing spaces in the industry, we strive to be the premier alternative manager. We offer see more Specialties: Alternative Investments, Portfolio Enhancement and Strategic Investor Relations Regional Sales Consultant @ New York City, Long Island Regions Catalyst is a unique fund shop that provides intelligent alternatives in a liquid mutual fund format. With liquid alternatives becoming one of the fastest growing spaces in the industry, we strive to be the premier alternative manager. We offer 27 distinct funds that can help compliment any investment portfolios. A ticker for one of our top funds: HFXAX Prior to Current Terrritory: Wholesaled Catalyst Funds in New Jersey, Washington, Oregon, Idaho, Montana, Wyoming, North Dakota, South Dakota, Nebraska and Alaska. From August 2014 to Present (1 year 5 months) Greater New York City AreaFinancial Professional @ I focused my practice on developing relationships with clients to help them review and revise their financial strategies through each life stage. This commitment involved: -Consultative meetings to understand my clients’ current situation and financial needs -Education on a wide variety of financial subjects to help my clients make informed decisions. -Development of strategies designed to help my clients meet their short-, medium- and long-term goals. -Implementation of strategies through financial products and services appropriate to each clients’ circumstances. For my business clients I offered assistance in the areas of: -Company-sponsored retirement plans -Employee benefit plans -Key employee benefit packages -Owner succession planning -Buy-sell agreement funding -Business transition/sale funding -Healthcare insurance From November 2013 to July 2014 (9 months) Bachelor of Business Administration (BBA), Finance @ James Madison University - College of Business From 2009 to 2013 Michael Baldauf is skilled in: Financial Modeling, Financial Analysis, Leadership, Time Management, Retirement Planning, Wealth Management, Critical Thinking, Data Analysis, Life Insurance, Mutual Funds, Hedge Funds, Portfolio Management, Finance, Series 7