Michael Sturgeon
Prescott Valley
Summary
Results-oriented marketing and sales professional with a strong history of exceeding goals and driving revenue growth. Skilled in implementing strategic marketing initiatives and building lasting customer relationships to strengthen brand presence and loyalty.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Advisor Trainee
Merrill Lynch
Prescott
02.2026 - Current
- Studying for Series 7 and 66 to qualify as a financial advisor.
- Completed comprehensive training with Merrill Lynch, strengthening advisory skills.
- Acquired client engagement strategies from team lead, enhancing advisory techniques.
Director of Special Projects
StocksToTrade
03.2023 - 10.2025
- Spearheaded development and implementation of strategic initiatives that enhanced operational efficiency and drove revenue growth, increasing market share.
- Collaborated with cross-functional teams to streamline project workflows, fostering innovation and accountability that improved project delivery timelines.
VIP Sales Consultant
Legacy Research Group
05.2021 - 02.2023
- Cultivated and maintained relationships with high-net-worth clients, providing tailored products to enhance client satisfaction and retention.
- Achieved sales targets consistently by leveraging market insights and strategic networking, resulting in a significant increase in overall revenue for the organization.
Relationship Banker
Bank of America
10.2017 - 09.2019
- Provided exceptional customer service by building strong relationships with clients, understanding their financial needs, and offering tailored banking solutions.
- Successfully contributed to branch growth by exceeding sales targets and enhancing customer satisfaction through effective communication and problem-solving skills.
Corporal (E-4) Track Mechanic
U.S. Army Arizona National Guard
02.2014 - 02.2017
Skills
- Salesforce and Microsoft Office expertise
- Google Docs and digital marketing
- Data analysis and advertising
- Email and direct mail marketing
- Marketing strategy and account management
- Strategic planning and sales
- Analytical and organizational skills
- Communication proficiency
- Leadership and relationship building
- Fast learner and problem solver
Certification
- (SIE) Securities Industry Essentials
Timeline
Financial Advisor Trainee
Merrill Lynch
02.2026 - Current
Director of Special Projects
StocksToTrade
03.2023 - 10.2025
VIP Sales Consultant
Legacy Research Group
05.2021 - 02.2023
Relationship Banker
Bank of America
10.2017 - 09.2019
Corporal (E-4) Track Mechanic
U.S. Army Arizona National Guard
02.2014 - 02.2017