Michael Orsi

- Works directly with wirehouses, RIAs, and independent broker-dealers to provide investment advice and operational know-how

- Partners with portfolio managers and market strategists on commentary and presentations regarding capital markets, politics, and the economy

- Manages client relationships in the southeastern United States ranging from South Carolina to Arkansas

- Utilizes data from Power BI and Orion Risk Intelligence to support discussions surrounding Federated Hermes mutual funds, ETFs, and SMAs

- Worked with Dieckmann Wealth Management Group, one of Forbes' Best-in-State Wealth Management Teams
- Assisted with the analysis of customized investment portfolios for high net worth individuals and families
- Supported in the quantitative research and construction of discretionary managed portfolios exceeding $200 million
- Maintained accurate client interaction records with a focus on the underlying fundamental research used for investment decision
making
- Utilized and became proficient in the use of Money guide Pro, Thompson, Morningstar, and Vestmark Bulk platforms

- Participated in sales process and tactics used in EASEE Selling, allowing clients to achieve predictable and consistent sales
results
- Maintained accurate records and files pertaining to departmental areas of responsibility
- Assisted in routine research and special projects to support work of assigned department
- Worked with company leadership to better understand how to develop leadership in organizations as well as deliver accelerated
growth of leaders through practical coaching experiences
- Conducted sales specific assessments with clients as well as measure 21 sales-specific core competencies to best match clients
with new hires