Michael Egleston

National Account Manager at Financial Answers

Michael Egleston has a diverse work experience spanning multiple industries. Michael is currently working as a National Account Manager at Magnifi by TIFIN, where they build relationships with high net worth investors and guides them to the right investment services. Michael has achieved great success in this role, averaging 193% to goal in the first 8 months through existing client relationships.

Prior to this, Michael worked at Regions Bank as a Financial Relationship Senior Account Manager and Assistant Financial Center Manager. Michael excelled in proactive account management, achieving top producer status and maintaining a high client satisfaction score. Michael also worked at Ernst & Young as a Fund Manager on a 3-month contract, where they managed audits and coordinated projects for customer portfolios.

Michael's previous experience includes working as a Social Sciences and Career Development Teacher at The Hope Academy, a Relationship Account Manager at Bank of America, an Independent Consultant as a Personal Development & Leadership Coach, a Sales Consultant at Havertys Furniture, a Sales Coordinator at Lands' End, and an Assistant Underwriter/Account Manager at Willis Of North America and Program Underwriters, LLC.

Throughout their career, Michael has consistently demonstrated exceptional performance, achieved notable awards, and maintained high client satisfaction. Michael is skilled in building relationships, meeting sales goals, and providing exceptional client experiences.

Michael Egleston attended the University of Florida from 2000 to 2004, where they earned a Bachelor of Arts (BA) degree in Political Science and Government. In terms of additional certifications, they obtained a Certified Professional Coach (CPC) certification from Accomplishment Coaching in August 2016. Michael also holds a Notary Public certification from the State of Florida, which they obtained in December 2020. Additionally, they have taken an Accommodating All Learners Course Certificate from the Professional Learning Board, although the exact date of completion is unspecified. Michael Egleston also has multiple other certifications listed, including but not limited to, 215 Health & Life Agent License, Certified Anti-Money Laundering Specialist (CAMLS), Certified Risk & Compliance Management Professional (CRCMP), General Lines Insurance Agent (220) License, INS23 Commercial Insurance Certificate, Licensed Teachers Certificate, Political Science and Government Certificate, RPLU E015 Lawyers Legal Liability Insurance Certificate, and Temporary Teaching Certificate. The specific details regarding the completion dates and institutions for these certifications are not provided.

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Previous companies

Havertys Furniture logo
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Timeline

  • National Account Manager

    May, 2022 - present