Michael Sheinis

Michael Sheinis is a Portfolio Operations Specialist at AssetMark since March 2023, where involvement in a conversions project for the $26B Schwab acquisition of TD Ameritrade led to the creation of approximately 16,500 new accounts. Responsibilities include developing securities allocation models for portfolios totaling around $10.9 billion and managing an offshore team in India to reconcile roughly 37,000 portfolios using SQL. Previous experience as a Client Relationship Associate at Vanguard from June 2022 to September 2022 involved earning a Securities Industry Essentials license and managing extensive training materials, which significantly improved Series 7 exam preparedness. Michael Sheinis holds a Bachelor of Science in Business Administration with a dual focus on Finance & Banking and Risk Management & Insurance from Appalachian State University, completed in May 2022.