As Head of Business Development and Delivery Michael is “hands on” with our partner firms from the earliest days of the recruiting process, through their transition to their ongoing experience with Sanctuary. In addition to Business Development and Transitions, Michael leads our Business Delivery Group which provides easily digestible sales reporting and key performance metrics for Partner Firms. He is also responsible for bottom up strategic analytics and data modeling critical to the Senior Leadership Team.
Michael is closely aligned with our Advisor Solutions, Technology, Operations and Compliance teams ensuring that we deliver the best in class experience for our Partner Firms. His role requires close relationships and a deep understanding of Sanctuary’s custodians, vendors and partners.
Michael began his career in the service department at Merrill Lynch in 2005 and quickly rose through the ranks to Chief Operating Officer for one of Merrill Lynch Wealth Management’s Divisions. During Michael’s tenure, he was accountable for creating, illustrating and implementing core compensation programs, was responsible for leading 2,000+ financial advisors in strategic adoption and business growth, as well as holding responsibility for managing expenses and meeting growth objectives for his Division. Michael also held various operational roles, was responsible for executive analysis, trend analysis and overall support of the firm’s advisory business.
Michael earned a B.S. in Business Management from Gettysburg College in Pennsylvania. Michael and his wife, Michelle, have two children and reside in Carmel, Indiana.