Michael has an extensive background in wealth management and finance, leading divisions for major firms such as Wells Fargo and US Bank, for more than 21 years. During that time he led a team of 100, oversaw $7 billion in assets and delivered services including Private Banking, Trust, Investment Management, Brokerage, Insurance, and Wealth Planning.
In 2015, Michael founded Capital Solutions Network, a mergers & acquisitions and project funding consulting company.
Michael brings this wealth of knowledge to leading DLP’s Wealth & Trust Services division.
He is also a Certified Financial Planner and has held securities licenses with FINRA and California Department of Insurance licenses for life and disability.
Additionally, Michael earned his bachelor’s degree from the University of California, Berkeley where he graduated cum laude.