Michael Boyle

Michael James Boyle

expertise
Accounting, Banking, Insurance, Corporate Finance, Economics, Financial Planning, Investing, Personal Finance, Retirement, Statistics, Trading
currently
Strategic Initiatives Analyst
education
Colorado State University, Florida State University

Highlights

  • Member of The Balance's Financial Review Board
  • Masters of Finance degree with an analytics concentration from Colorado State University's Global Campus
  • Chartered Leadership Fellow from the American College of Financial Services in 2019
  • Strategic initiatives analyst at NextEra Energy

Experience

Michael Boyle's expertise in accouting, banking, corporate finance, economics, insurance, investing, and statistics is based in a diverse professional history.

In his tenure as a Chartered Leadership Fellow at the American College of Financial Services, he coached and supervised financial planners on making suitable recommendations of complex financial products such as fixed annuities, custom variable universal life insurance, index annuities, variable annuities, and whole-life products. He also reviewed transactions involving mutual funds, stocks, and bonds for suitability and adherence to FINRA and firm policies.

Michael was an associate director of compliance for Northwestern Mutual from 2017 to 2019. His responsibilities included client suitability approval of fixed and variable annuities and variable life insurance products, transaction review, auditing of books and records, coaching and development, and understanding a changing complex regulatory environment.

Michael was a derivatives specialist for Charles Schwab, too, where his duties included trading futures, futures options, equity options, equities, bonds, CDs, mutual funds, and treasuries.  Apart from trading, Michael also assisted clientele with the risk management of these products and their associated features such as portfolio margin.

In prior roles, he traded complex derivative products such as futures, futures options, equity options, and foreign currency.

Education

Michael has a Masters of Science in Finance from Colorado State University's Global Campus in 2010, was a chartered leadership fellow for the American College of Financial Services in 2019, and graduated with a Bachelor of Science in Applied Economics from Florida State University in 2010.