Resume

• 2008

  MBA

  Gradutated with Distinguished Honors

  Finance Management Concentration

• 2004

  ING Belgium

  Bankers Life

  Santander Bank

  N.A.

  Goldey-Beacom College

  Wilmington

  Delaware

  Financial Advisor \nCurrently practicing fee based financial planning practices helping client reach specific financial objectives using a variety of investments and financial programs. \nRaised over $14 million in new assets under management a little more than 2 years.\nTotal assets overseen are $15 million with more than 250 client and family relationships by forming trust and establishing the beginning of life long client relationships.\nContinue rank among the top advisors in identifying investment referrals through the partnership of over 30 associates and 4 branch offices. \nTrain and develop Licensed Branch Associates helping them exceed sales goals\nStarted and currently serve as President of a local professional business networking group and obtained non-bank clients through these strategic networking relationships with attorneys

  accountants \n\n\nMICHAEL J. CONNOR

  MBA\nFinancial Advisor\n100 University Plaza

  Newark

  DE 19702\nPhone: 302-571-6862 | Fax: 302-235-7614 | Cell: 302-229-4406\nmonnor@wsfsinvestments.com \nwww.wsfsinvestments.com \n \nWSFS Wealth Investments is a division of WSFS Bank. Securities and advisory services offered through Commonwealth Financial Network®

  Member www.FINRA.org/www.SIPC.org

  a Registered Investment Adviser. Fixed Insurance products and services offered through WSFS Wealth Investments. Investments are not FDIC insured

  are not guarantee by the bank

  and are subject to risks

  including possible loss of the principal invested.\nThis communication strictly intended for individuals residing in the states of DE

  FL

  MD

  NJ

  PA

  VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please see our Terms of Use here: http://www.commonwealth.com/termsofuse.html

  Financial Advisor

  WSFS Investment Group

  Through networking

  cold calling

  and self-marketing

  established and maintained excellent relationships with clients in compliance with company rules and regulations.\nCross sold a variety of investment vehicles

  servicing my clients' insurance

  annuity

  and brokerage service needs.

  MetLife

  Partnered with and adapted to multiple Regional Vice Presidents since 2004. Provide sales and sales support while establishing and nurturing business relationships with financial representatives.\nConstantly achieved sales goals and grew my territories year over year including a record breaking 2007 year during the launch of our industry leading product. During this year

  won the 2007 Internal Wholesaler Excellence Award.\nWon multiple other awards for Excellence and consistently ranked in the top 10% of my peers every year.\nThrough the thousands of conversations with my clients

  I have acquired outstanding soft skills

  effect communication and trust. \nExcellent presentation skills – Finished top 10% in a 2010 Presentation Class\nCompleted Regional Vice President Training Class\nGained tremendous knowledge in financial services

  financial markets and risk management.

  ING Belgium

  Vice President

  INCOME & ESTATE PLANNING PARTNERS

  P.A. is a comprehensive insurance and investment planning company that serves clients and independent financial service professionals. For clients - We will show you how to put yourself in the driver’s seat when it comes to taking control of your financial future. \nInvestment planning services are offered through Transamerica Financial Advisors

  Inc. \n\n\nFor professionals – Our partnering process will provide you with efficiencies in your practice

  which means more time

  money and fun for you. Furthermore

  collaboration with other professionals who are experts in their respective disciplines provides you with the confidence that your mutual clients are being served well.\n\nwww.finra.org\nwww.sipc.org

  Income & Estate Planning Partners

  P.A.

  Senior Personal Banking Representative

  Annuity Specialist

  Met bank customers' needs with products such as checking

  savings

  time deposit and business accounts as well as mortgages

  lines of credit

  and home equity loans. \nCross sold traditional banking customers fixed and variable annuities.

  Santander Bank

  N.A.

  Goldey-Beacom College

  Wilmington

  Delaware

  Master of Business Administration

  MBA Program\nEducation and develop graduate students as the complete the program in the area of Strategic Management\nInstitute a learning environment that spurs innovative thinking focusing on trust and relationships

  Adjunct Professor

• 1999

  BS

  Business Administration; Concentration in Finance

• 65

  Bankers Life

  Newark

  Delaware

  Michael J. Connor has dedicated his entire career

  totaling over 12 years

  to the financial services industry. Mike joins Bankers Life and ProEquities

  Inc. after representing both Fortune 500 companies and independent firms. He graduated from Widener University with a bachelor’s degree in Finance and has completed Goldey-Beacom College’s MBA Program with a concentration Finance Management. Currently

  Mike is pursuing the Certified Financial Planner (CFP®) designation through the CFP Board. \n\nComing from a family of teachers and being married to a teacher

  Mike is passionate about education so much so that he is also a professor for Goldey-Beacom College’s MBA Program where he teaches students in the area of Strategic Management. This passion for education carries over to his clients where he believes that being educated and informed is the first step to making decisions about money. Mike helps to remove the confusion and emotions regarding investments by making money simple to understand and to help clients make their own financial decisions. Mike specializes in helping clients through financial life events such as retirement

  divorce

  becoming widowed

  inheritances

  and family wealth transfer. \n\nCommitted to his community

  Mike continues to educate Delawareans in his spare time by volunteering for the nonprofit The Delaware Money School where he teaches members of the community financial literacy. Concerned about the rising cancer statistics

  Mike also volunteers at The Blood Bank of Delmarva where he donates platelets to help current cancer patients recover from chemotherapy treatment.. \n\nMike’s investment licenses include a Series 7

  63 & 24 enabling him to offer tailored portfolios specific to client’s objectives as well as fee based financial planning. He is insurance licensed for fixed and variable annuities as well as life insurance.

  Financial Advisor

• Through DFLI and The Money School of DE

  we strive to inprove financial literacy across Delaware. I teach classes at a various number of New Castle County libraries ranging in investment topics.

  Delaware Financial Literacy Institute

  Platelet Donor

  Driven by the passion to fight against cancer

  I donate platelets to help those currently battling this disease.

  Blood Bank of Delmarva

  Financial Services

  Retirement

  Series 7

  Fixed Annuities

  Retirement Planning

  Financial Planning

  Insurance

  Finance

  Investments

  Portfolio Management

  Connor

  MBA

  Michael J.

  Connor

  MBA

  WSFS Investment Group

  MetLife

  Income & Estate Planning Partners

  P.A.