Michael Roman

Director, Managing Broker Dealer Services at FundRoom

Michael Roman has over 20 years of work experience in the financial services industry. Michael began their career in 1999 as a Money Manager Analyst with Salomon Smith Barney (Citigroup). In 2001, they moved to Citigroup Asset Management as a Wholesaler. In 2003, they joined Behringer Harvard as a Wholesaler. In 2008, they became a Regional Vice President at United Development Funding. In 2011, they were promoted to Regional Vice President at Alternative Investment Company. In 2012, they were appointed Managing Director Capital Markets at Preferred Apartment Communities. In 2014, they became Executive Vice President Capital Markets at MCI - Megatel Capital Investment. In 2017, they moved to S2K Financial as a Distribution. In 2018, they were promoted to Director National Sales at MBD Solutions. Most recently, in 2020, they joined WealthForge as the Director, Managing Broker Dealer Services.

Michael Roman graduated from Stephen F. Austin State University with a Bachelor of Arts.

Links

Previous companies

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Timeline

  • Director, Managing Broker Dealer Services

    April, 2020 - present

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