Michael Feser

Advisory Board Member

About

Michael is a Financial Services Executive with over 25 years experience in building and leading highly effective organizations. He has a proven track record of driving strategic and tactical execution to achieve corporate goals for both large Fortune 200 and Fintech startup companies. Michael has a history of using a data driven approach to solve problems while optimizing operational performance to deliver exceptional service. Specialties: Strategic and Operational Planning Risk Management and Regulatory Compliance Business Process Improvement Service and Operations Multi-Site Call Center Operations Sales/Relationship Management Leadership Assessment and Coaching

Country

United States

City

San Antonio

Industry

Financial Services

Skill

Operations Management, Customer Service, Business Process Improvement, Call Center, Risk Management, Investments, Asset Managment, Mutual Funds, Fixed Income, Financial Services, Asset Management, Strategic Leadership, Series 24, Internet Services, Finance, Business Strategy, Executive Management, Series 63, Brokerage, Call Centers

Experience

Advisory Board Member

Connexien, LLC

2018-11 - Present · 7 yrs 11 mos

CEO ST Invest LLC

Stocktwits

2019-8 - 2024-1 · 4 yrs 6 mos

Midtown Manhattan

A commission-free trading experience from Stocktwits. Member of the Executive Management team. Responsible for BD Operations, Compliance, Risk Management, AML, Service and FINOP.

Head Of Operations ST Invest LLC

Stocktwits

2019-3 - 2019-8 · 6 mos

Midtown Manhatten

President/COO

Stockpile

2013-2 - 2018-8 · 5 yrs 7 mos

Pasadena

Stockpile is a financial services start-up company with an innovative suite of products that will facilitate stock ownership for the masses. Member of the Executive Management Team responsible for building and launching a fully functional broker dealer supporting Stockpile’s online brokerage offering.

President

Zecco Trading

2008-1 - 2012-9 · 4 yrs 9 mos

Responsible for overseeing all operational activities of the online broker-dealer to include: Service, Operations, Trading, Risk Management, Compliance, HR and Finance. In July 2012, Zecco and TradeKing successfully closed a merger between the two firms, which created the 6th largest online broker-dealer in the U.S.

VP, Customer Service

E*TRADE from Morgan Stanley

2005-12 - 2007-12 · 2 yrs 1 mo

Responsible for the strategic and operational execution of the service delivery for Retail Brokerage, Banking and Corporate Services. Oversaw all aspects of Customer Service, Active Trading and Cross-Selling activities. Accomplished a successful turnaround in the reputation of Customer Service encompassing over 1400 Reps in 6 U.S. locations and the Philippines. Received #1 ranking of online brokers by Smart Money Magazine in 2007 & 2008.

VP, Customer Experience

JP Morgan Brownco (acquired by E*Trade)

2003-3 - 2005-12 · 2 yrs 10 mos

Responsible for all customer facing activities to include Customer Service, Sales, Relationship Management and Active Trading Programs across multiple locations. As a member of the Executive Management Team we completed the sale of BrownCo to E*Trade Financial in December 2005 for $1.6 Billion.

VP, Investment Services

USAA

1989-6 - 2002-11 · 13 yrs 6 mos

Responsible for overseeing all activities of the customer facing organization within the Online-Line Brokerage, Proprietary Mutual Funds and Discretionary Money Management businesses to include Customer Service, Sales, Relationship Management, Trading and Cross-Selling Programs. This encompassed over 550 employees in multiple locations.