Michael C. Pastena CEC email@example.com
Cathedral City, CA 92234 760-***-****
A former Certified Public Account (CPA) (currently inactive) and a Certified Empowerment Coach (CEC) with over forty years of experience in the financial services industry as a principal, executive (CEO, CFO, CAO), consultant, corporate trainer and executive coach looking to continue to bring my experience, background and expertise to the classroom as an adjunct professor of accounting, finance, business management and/or economics and to a business as an independent contractor/consultant. For businesses, my interest lies in contract/consulting work; for educational institutions, as an adjunct for undergraduate, graduate, adult/continuing education and professional studies programs.
●Investment Management Infrastructure (Middle Office, Back Office, Operations)
●Finance ●Accounting ●Business Management ●Risk Management ●Organizational Transformation ●Career Transition
●Growth Management ●Career Development ●Motivational Skills
●Portfolio Performance ●Classroom and Online Training ●Mentoring
●Portfolio Analysis ●Productivity Management ●Leadership ●Global Investment Performance Standards (GIPS™) ●Economics
MCP Services – Cathedral City, CA -Founder 2005- Present
Corporate Training, Consulting, Coaching and Tutoring Organization http://www.mcpservices.com
Corporate training concentrates on the training requirements for the functions performed within the infrastructure of asset management firms. All training sessions are conducted on site and are tailored to each firm. Private tutoring services are available for people working in the financial services industry.
The coaching practice concentrates on executive, business, and career management issues.
The process is unique. It combines executive, consulting, training and coaching skills together with extensive experience and background in the financial services industry. Its success is due to its holistic approach.
The consulting practice’s clients include investment managers, software vendors and international accounting firms. The practice addresses a variety of infrastructure matters (middle/ back office/operations) with a heavy concentration on performance measurement and analysis including the Global Investment Performance Standards (GIPS™).
Michael C. Pastena CEC
Professional Experience (continued)
Santa Barbara Business College – Rancho Mirage CA 2017-present
Instructing Undergraduate Capstone Project
Golden Gate University- San Francisco CA 2016-present
Instructing Undergraduate Financial Analysis…. an on-line course
Holy Names University- Oakland CA 2015-2016
Instructing Undergraduate Financial Information Analysis, Auditing
University of San Francisco – San Francisco CA 2012-2015 www.usfca.edu Adjunct
Instructing Undergraduate Investment Analysis, Accounting & Finance Fundamentals and
Financial Management/Principles of Finance Courses
UC Berkeley Extension – Berkeley CA 2012
www.ucberkeleyext.edu Adjunct Instructing Wealth Management Courses
Baruch College (CUNY) – New York, New York 2009- 2012
Continuing and Professional Studies (CAPS) Adjunct
Instructing Personal Investments I & II which are required certification program courses as well as Investment Banking and Corporate Finance and Valuation which are required advanced certification program courses.
Metropolitan College of New York – New York, New York 2009-2012
Undergraduate and Graduate Programs Adjunct
Instructing: Undergraduate Courses -- Financial Management
MBA Graduate Courses -- Insurance Industry, Financial Services Industry Regulations, Risk Management, Money and Banking, Research and Statistics, Managerial Finance, The Securities Industry and Banks and Financial Institutions.
FINRA (Financial Industry Regulatory Authority) – NY, NY 2010-Present
www.finra.org Non Public Arbitrator
Michael C. Pastena CEC
Advisors’ Education Group, Inc.- New York, New York 1991- 2009
Corporate Training Firm Co-founder/President www.advisorseducationgroup.com CEO
A company that provided training for the staff of investment advisory firms. Leveraging 20 years of experience in the financial services industry, I developed a curriculum of approximately 20 workshops and seminars dedicated to the training needs of the staff of investment management firms and the providers of services to the investment management industry. In addition to course content, marketing and managing the business, I personally instructed sessions in both classroom settings and live webinars.
MD Sass - New York, New York 1979 – 1991 Institutional Investment Management Firm Principal, CAO, CFO www.mdsass.com
In this position responsibilities included portfolio administration and accounting, performance measurement and analysis, compliance, information technology, human resources, strategic planning, new business development, finance and accounting.
Mitchell Hutchins, Inc (UBS) - New York, New York 1967- 1979 Security and Commodity Broker/Dealer Vice President Controller
Also held positions as Internal Auditor and Assistant Treasurer.
Kraditor and Haber CPA’s- New York, New York 1964-1967
Auditor, Tax Accountant
BBA Accounting – St. Francis College (1964)
CEC- Institute for Professional Excellence in Coaching (IPEC) (2005)
Previously--American Institute of Certified Public Accountants (AICPA)
Previously--New York State Society of CPA’s (NYSS CPA’s)
Previously--Professional Association of Investment Communication Resources (PAICR)
Previously--International Coach Federation (ICF)
Formerly New York State Certified Public Accountant (currently inactive status)
Formerly held a Series 6 and 63 and was a Finance and Operations Principal
Baruch College’s Executives on Campus Program for MBA candidates