Michael Shoniker Entrepreneur, Business Owner, VP Michael Shoniker is a Charlotte, North Carolina–based executive with over sixteen years of experience in business ownership and financial services. His career began in the 401(k), where he served as a high-achieving sales professional for the nation’s largest retirement plan provider. With more than fifteen years dedicated to the retirement planning field, he now oversees client relations and participant education at a reputable investment advisory firm. He guides clients through complex retirement strategies, ensuring they receive knowledgeable support for long-term financial security. Driving Innovation in Private Equity In addition to his client service leadership, he serves as the Vice President of Business Development at an alternative investment firm. He focuses on the Registered Investment Advisor (RIA) market, facilitating advisors' access to private equity opportunities through custodial channels such as Charles Schwab. The firm employs a multi-strategy investment approach targeting real estate and infrastructure sectors. His strategic vision and market expertise help advisors
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