MS

Michael Schoonmaker

Head of Wealth Solutions, President and CEO of M Holdings Securities

M Financial Group


Contact Information

Email
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Company Information

Company
M Financial Group
Industry
financial services
Employees
270.0
Seniority
C suite
Annual Revenue
155000000.0
Total Funding
33859308.0
Latest Funding
Other

Technologies

Salesforce Cloudflare DNS Constant Contact Mimecast Marketo Microsoft Office 365 Amazon AWS CloudFlare Hosting Netlify Webflow Google Font API Mobile Friendly Google Maps Hotjar Google Analytics Cvent Google Tag Manager Typekit Ruby On Rails Bootstrap Framework Google Maps (Non Paid Users) Remote AI

Keywords

wealth management executive compensation & benefits estate planning investment management business planning charitable planning retirement planning disability income protection employee benefits longterm care insurance life insurance high net worth clients executive benefits financial planning insurance products investment solutions client advocacy collaboration digital platforms member firms insurance distribution cost-effective solutions custom solutions analyzing complex cases scalable support broker-dealer ria portfolio management variable life insurance universal life insurance indexed universal life guaranteed universal life long-term care insurance disability income insurance wealth strategies compliance actuarial services technical expertise multi-product designs international capabilities client engagement philanthropy training programs financial literacy insurance innovation real-time analytics custom pricing reinsurance solutions digital experience premium financing sustainable investing capital management community outreach professional development network collaboration insurance underwriting financial services law practice legal services b2b

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