Michael Roman

Director, Managing Broker Dealer Services at WealthForge
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Contact Information
us****@****om
(386) 825-5501
Location
Addison, Texas, United States, US
Skills

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Experience

  • WealthForge
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director, Managing Broker Dealer Services
      • Apr 2020 - Present

  • MBD Solutions
    • Director National Sales
      • Feb 2018 - Apr 2020

  • S2K Financial
    • Distribution
      • May 2017 - Feb 2018

  • Megatel Capital Investment
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Executive Vice President Capital Markets
      • Dec 2014 - May 2017

  • Preferred Apartment Communities
    • Managing Director Capital Markets
      • Aug 2012 - Dec 2014

      Market the Preferred Shares of a publically traded REIT to the Independent Broker Dealer channel. Market the Preferred Shares of a publically traded REIT to the Independent Broker Dealer channel.

  • Alternative Investment Company
    • Regional Vice President
      • Feb 2011 - Aug 2012

      Marketed Alternative Investments to the IBD channel Marketed Alternative Investments to the IBD channel

  • United Development Funding
    • Regional Vice President
      • Mar 2008 - Jul 2010

      Marketed multiple non traded Debt Real Estate Investment Trust to the independent Broker Dealer channel. Marketed multiple non traded Debt Real Estate Investment Trust to the independent Broker Dealer channel.

  • Behringer
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Wholesaler
      • Feb 2003 - Mar 2008

      Marketed multiple non traded Real Estate Investment Trusts to the Independent Broker Dealer channel. Marketed multiple non traded Real Estate Investment Trusts to the Independent Broker Dealer channel.

  • Citigroup Asset Management
    • Wholesaler
      • Jan 2001 - Jan 2003

  • Salomon Smith Barney (Citigroup)
    • Money Manager Analyst
      • Jan 1999 - Jan 2001

Education

  • Stephen F. Austin State University
    Bachelor of Arts

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