Michael Yopko

Regional Vice President at Catalyst Capital Advisors

Michael Yopko has a diverse range of work experience in the financial industry. Michael started their career at Charles Schwab, where they held various roles including Registered Representative, Trading Supervisor, and Branch Manager. Michael then moved on to work as an Investment Specialist and Branch Manager at Robert W. Baird & Company, where they trained and managed a sales force and opened three satellite offices. Following that, Yopko worked as a Regional Director of Sales Marketing at New England Financial, where they increased regional production by 200%. Michael then joined MassMutual Annuities as a Regional Sales Director, where they wholesaled variable and fixed annuities and built a database of over 4,000 registered representatives. Yopko continued their career as a Divisional Vice President and Regional Director at MONY Partners, where they sold annuities and supervised five Eastern Division wholesalers. During this time, they increased sales by 145% and exceeded division sales of $375 million. Yopko then worked as a Regional Vice President for TransAmerica Capital/IDEX Mutual Funds, selling variable annuities and mutual funds and increasing sales by 300% in their first year. Michael later joined Penn Mutual Annuities as a Regional Sales Director and Eastern Divisional Sales Manager, where they marketed variable and fixed annuities and brought the Ohio, Michigan, Indiana, and Kentucky region to the top three in overall annuity sales. Yopko's most recent role was as a Regional Director at Wealthvest Marketing, where they were responsible for the regional sales and marketing of the company.

Michael Yopko attended Malone University from 1984 to 1986, where they obtained a Bachelor of Arts (BA) degree in Communications. Additionally, they have obtained certifications such as the University of Pennsylvania Wharton Retirement Income Planning Certification Program and the NASD Series 7, 63, State of Ohio Life, Health, and Variable License. However, specific details about the institutions and the exact time of obtaining these certifications are not provided.

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