Michael Zimits

Michael Zimits

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Financial & Estate Planning - Asset Protection and Growth - Fintech Advisor
New York, United States

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Résumé


Jobs verified_user 0% verified
  • C
    Advisor - Building Intergenerational Wealth
    Center for Wealth Preservation The KAZ Financial Group
    Jun 2023 - Current (3 years 1 month)
  • Z
    Managing Director
    Zimko AFS
    May 2023 - Current (3 years 2 months)
    Our team works with you to define and execute an optimization strategy to achieve the desired outcomes, reduces defects and costs, and reaches your goals. While you need processes that make you more efficient now, they also must grow and evolve as your company does.
  • BlockFi
    VP - Global Head of Institutional Operations
    BlockFi
    Jan 2021 - Feb 2023 (2 years 2 months)
    Develop and lead global institutional crypt operations team and platform offering 24/7 -365 service.
  • Equitable Advisors
    Financial Consultant
    Equitable Advisors
    Jan 2020 - Jan 2021 (1 year 1 month)
    Formerly AXA Advisors, I am proud of our company - our culture - and our collaborative approach to challenge the model, and institutionalize success-- with speed. The hallmark of my investment management process is personalization. I can help you develop a personalized program tailored to your individual situation, and includes: - Assessment of goals, objectives and risk tolerance - Creation of an investment plan and ongoing review - Asset allocation modeling and portfolio structuring - Third-party investment firm analysis and selection - Ongoing risk management, attribution and performance reporting In addition to managing your investments and helping you preserve wealth, I can also help you evaluate your es
  • A
    Financial Consultant
    AXA Advisors, LLC
    Mar 2019 - Jan 2020 (11 months)
    I am proud of our company - our culture - and our collaborative approach to challenge the model, and institutionalize success-- with speed. The hallmark of my investment management process is personalization. I can help you develop a personalized program tailored to your individual situation, and includes: - Assessment of goals, objectives and risk tolerance - Creation of an investment plan and ongoing review - Asset allocation modeling and portfolio structuring - Third-party investment firm analysis and selection - Ongoing risk management, attribution and performance reporting In addition to managing your investments and helping you preserve wealth, I can also help you evaluate your essential insurance needs
  • GText Homes
    Founding Member
    GText Homes
    Apr 2018 - Mar 2019 (1 year)
    GTEX (Game Token Ecosystem & Exchange) platform is committed to become the world's first digital asset distribution platform in the field of games, based on blockchain technology and intelligent contract mechanism to help achieve the tokenization of various virtual game assets, to provide an adequate flow of rights and assets throughout the game ecosystem. GTEX will gradually change and eventually subvert the existing game industry rules, and connect the participants in the entire game ecosystem directly with a decentralized system, integrating players, game developers, game channels, game outsourcing providers and Investors' interests and consensus, to create a new, decentralized game digital asset economy.
  • O
    President & COO
    Orebitsio
    Oct 2016 - Nov 2017 (1 year 2 months)
    Leading a revolutionary effort utilizing the Distributed Ledger via Smart Contracts to allow Precious Metals Mine and Claim Owners to maximize liquidity by digitizing their ore in the ground with patent awarded. Utilizing Asset Digitization managed on the Distributed Ledger via a Smart Contract, the exchange of Proven Recoverable Gold Reserves for Orebits, allows Claim Owners to maximize their liquidity by digitizing the Gold in the ground. Once digitized, these Smart Certs, allow the claim owner to use their buried Gold for financing and collateral, for private transactions, or even just as an asset on their balance sheet.
  • B
    Founding Partner & COO
    BCSI BlockChain Strategies Innovations
    Mar 2016 - Mar 2019 (3 years 1 month)
    Disruption is knocking. Will you answer? Blockchain Practice Advising on the fundamentals, potential, promise and implementation of Distributed Ledger Technology into existing financial industry processes and infrastructure. Advisory/Consulting/Implementation Services In an advisory capacity, BCSI can help its’ clients define their Blockchain strategies and requirements. This service can be enlisted for both in-house developments & transitions as well as for strategic investments in the blockchain market. Project Management BCSI also offers a full complement of Project Management services. Whether it’s a full “cradle to grave” project where BCSI has been involved from the initial point, or just a tactical insertion where we have a ver
  • C
    Managing Partner
    Capital Markets Advisors LLC
    Feb 2012 - Nov 2016 (4 years 10 months)
    CMA provides a wide range of advisory services, full-lifecycle consulting and technology services with our highly experienced resources. Our domain specialties include: OTC Derivatives & Clearing, Client On-Boarding, Client Solutions, Collateral Management, Implementations, Integrations, Prime Brokerage, Securities Financing, Regulatory and Compliance, Risk Management, Order Management, Enterprise Data Services, and Electronic & High Frequency Trading. Services offered regarding Dodd-Frank Initiatives include business plans, product development road-maps, product & technology implementations, and sales strategy development for OTC Clearing. Offer advisory and developmental services for Blockchain, Distributed Ledger, and Smart Contract So
  • Citi
    Managing Director - Global Head of OTC Derivative Clearing
    Citi
    Oct 2010 - Oct 2011 (1 year 1 month)
    Lead the effort, globally, to design, build, and market the OTC Clearing business while leveraging the firm's internal resources including the operations, middle office, and prime brokerage technology
Education verified_user 0% verified
  • Adelphi University
    Bachelor of Science (BS, Accounting
    Adelphi University
    Jan 1980 - Jan 1985 (5 years 1 month)
  • C
    HIgh School Diploma, High School
    Chaminade College Preparatory High School
    Jan 1976 - Jan 1980 (4 years 1 month)
Projects (professional or personal) verified_user 0% verified
    Awards verified_user 0% verified
    • N
      MS Society - NYC Dinner of Champions - Champion and Speaker
      NYC MS Society
      Sep 2016
      Honored as a champion living with MS while making an impact on the community.
    • NATIONAL MS SOCIETY
      Volunteer Hall of Fame
      NATIONAL MS SOCIETY
      Nov 2013
      Nationally recognized as one o the top 10 volunteers assisting the organiztion
    • NATIONAL MS SOCIETY
      Circle of Distinction
      NATIONAL MS SOCIETY
      Nov 2013
      Nationally honored for raising in excess of $1.3mm for the MS Society
    This is a community-created genome.