Mike Tsoukatos, CFA, CAIA®
Alternative investments sourcing analyst at Centura Wealth Advisory- Claim this Profile
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Bio
Thomas Hall
Michael was an intern under me at Dexcom where he coordinated and launched a pilot to increase the call center efficiency by using local outbound phone numbers. He gained internal alignment on the vendor though an evaluation process, and initiated a pilot to prove out the business case. In this project, Michael was able to find solutions to problems that arose, whether it was to purchase a phone for testing or leverage his relationship with the vendor to provide the support needed.
Thomas Hall
Michael was an intern under me at Dexcom where he coordinated and launched a pilot to increase the call center efficiency by using local outbound phone numbers. He gained internal alignment on the vendor though an evaluation process, and initiated a pilot to prove out the business case. In this project, Michael was able to find solutions to problems that arose, whether it was to purchase a phone for testing or leverage his relationship with the vendor to provide the support needed.
Thomas Hall
Michael was an intern under me at Dexcom where he coordinated and launched a pilot to increase the call center efficiency by using local outbound phone numbers. He gained internal alignment on the vendor though an evaluation process, and initiated a pilot to prove out the business case. In this project, Michael was able to find solutions to problems that arose, whether it was to purchase a phone for testing or leverage his relationship with the vendor to provide the support needed.
Thomas Hall
Michael was an intern under me at Dexcom where he coordinated and launched a pilot to increase the call center efficiency by using local outbound phone numbers. He gained internal alignment on the vendor though an evaluation process, and initiated a pilot to prove out the business case. In this project, Michael was able to find solutions to problems that arose, whether it was to purchase a phone for testing or leverage his relationship with the vendor to provide the support needed.
Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteApr, 2022- Nov, 2024 -
Microsoft SQL Server 2016: Query Data
LinkedInSep, 2020- Nov, 2024 -
Series 63
FINRA (Financial Industry Regulatory Authority)Oct, 2018- Nov, 2024 -
Series 6
FINRA (Financial Industry Regulatory Authority)Aug, 2018- Nov, 2024
Experience
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Centura Wealth Advisory
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United States
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Financial Services
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1 - 100 Employee
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Alternative investments sourcing analyst
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Dec 2022 - Present
CCG Wealth Management LLC (“Centura”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centura and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://centurawealth.com/. CCG Wealth Management LLC (“Centura”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centura and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://centurawealth.com/.
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ARISTON SERVICES GROUP, LLC
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United States
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1 - 100 Employee
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Investment Analyst
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Apr 2022 - Nov 2022
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CoastEdge Partners
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United States
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Financial Services
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1 - 100 Employee
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Senior Operations Associate
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Apr 2021 - Nov 2021
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PENNYMAC
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United States
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Financial Services
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700 & Above Employee
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Analyst, Portfolio Investments
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Nov 2019 - Apr 2021
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Dexcom
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United States
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Medical Equipment Manufacturing
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700 & Above Employee
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Business Intelligence Intern
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Jun 2015 - Sep 2015
Implemented RingDNA as the telephone solution to scale internal sales reps’ effectiveness across 60 users, using standard bidding processes and an extensive ROI analysis to select the most suitable system. o Selected 3 candidate solutions to evaluate on local call presence, enhanced voice mail, soft phones connected the computer, and metrics on phone usage. o Presented recommendations on short and long-term solutions to leadership and receive approval to move forward with the implementation of the software. o During negotiations with an external vendor, completed a $130,000 contract to provide the solution gaining a 21% discount from list price. o Evaluated the effectiveness of local presence features from whitepapers, internal tests, and pilot program and have measured a 5% improvement in customer response with the technology. o The system is currently in use by the internal sales team, and sustainable support from the IT team.
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Dexcom
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United States
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Medical Equipment Manufacturing
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700 & Above Employee
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Software Validation and Verification intern
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Jun 2014 - Sep 2014
• Validated software for FDA approval submissions for the Dexcom medical device used to manage Type 1 Diabetes. • Worked independently and collaborated with the software developers to ensure that there were no defects in software used in a Continuous Glucose Monitor. • Developed and wrote over 100 test scripts to demonstrate alignment between product requirements and development. • Validated software for FDA approval submissions for the Dexcom medical device used to manage Type 1 Diabetes. • Worked independently and collaborated with the software developers to ensure that there were no defects in software used in a Continuous Glucose Monitor. • Developed and wrote over 100 test scripts to demonstrate alignment between product requirements and development.
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Education
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2014 - 2018
University of California, Santa Barbara
B.A. in Economics/Mathematics, Economics -
2010 - 2014
Carlsbad High School
High school diploma -
2020 -
CFA Institute
Passed Level 3 -
2018 -
CFA Institute
Level 1 passed, Banking, Corporate, Finance, and Securities Law -
CFA Institute
Community
