Michael DeRosa is a highly skilled financial assistant with a sharp attention to detail and outstanding organizational abilities. Since entering the financial industry in 2015, Mike has consistently demonstrated his expertise and dedication. He joined Fennell Financial Solutions in 2017, where he excels as the Senior Team Lead, providing top-tier support to both financial advisors and clients. Mike holds a comprehensive set of registrations, including Rockland County, NY Notary, FINRA exams, SIE, S26, S6, S63, S65, and S7, showcasing his deep industry knowledge.
With true expertise in data analysis, Mike has a thorough understanding of financial regulations and compliance standards. He is adept at juggling multiple priorities with precision, ensuring deadlines are met and client needs are handled efficiently. Whether assisting with transactions, tax forms, account statements, or beneficiary updates, Mike provides seamless and reliable service.
Known for his approachable and personable nature, Mike builds strong, lasting relationships with clients, earning their trust and confidence. He is a key member of the team, always ready to share his insights and provide valuable support.
Outside the office, Mike’s passions include spending time with his wife, as well as movies, TV, and music. He enjoys attending conventions to meet his favorite actors and collect autographs, as well as spending quality time with his family.
Registered Administrative Assistant of Cetera Investment Services LLC, member FINRA/SIPC.