Michael Roman
About Michael Roman
Michael Roman is the Managing Director at MBD Services, with over 20 years of experience in the alternative investment sector and holds Series 7, 63, and 79 licenses.
Managing Director at MBD Services
Michael Roman is the Managing Director at MBD Services. In this role, he oversees the strategic direction and operational management of the company. He is responsible for leading key initiatives, managing client relationships, and driving business growth. His leadership ensures that MBD Services continues to meet its goals and serve its clients effectively.
20 Years Experience in Alternative Investment
Michael Roman brings over 20 years of experience working with prominent alternative investment sponsors. His extensive background includes creating, marketing, and distributing investment products. This experience has enabled him to develop a deep understanding of the financial sector and the complexities involved in alternative investments.
Investment Product Creation and Marketing
Throughout his career, Michael Roman has been involved in the creation, marketing, and distribution of investment products. He has successfully marketed these products to independent broker-dealers and registered investment advisory firms. His work has helped to expand the reach and adoption of various investment products within the industry.
Financial Licenses Held by Michael Roman
Michael Roman holds Series 7, 63, and 79 licenses. These licenses demonstrate his qualifications and commitment to adhering to industry standards and regulations. They enable him to operate within the securities industry and provide investment advice and services to clients.