Michael Mann

Michael Mann has extensive experience in the financial services industry, currently serving as a Senior Transfer of Assets Analyst at Commonwealth Financial Network since November 2019. Responsibilities include identifying workflow efficiencies, mentoring team members, and managing transfer-related inquiries. Previously, Michael held positions as Transfer of Assets Analyst II and I, where duties encompassed processing transfer paperwork, troubleshooting client issues, and teaching advisors about TOA procedures. Additionally, Michael has experience in the banking sector as a Banking Specialist at Reading Cooperative Bank, an internship at Northwestern Mutual, and various roles in customer service and student support during education at Salem State University, where Michael earned Bachelor's degrees in Business Administration with a concentration in Finance and Economics. Michael also holds a diploma in Culinary Arts from Shawsheen Valley Regional Vocational Technical School.