Michael Shoniker is a seasoned executive based in Charlotte, NC, with over sixteen years of experience as a business owner and an extensive private equity and retirement planning background. His early career was shaped by his role as a top-performing sales professional in the 401(k) sector for the nation’s largest retirement plan provider. Today, he holds a pivotal position in client relations at a respected advisory firm, where he leads participant education and client service initiatives, utilizing his deep expertise to support long-term financial wellness for clients nationwide.
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