Michael Friedman, CRPC™

Michael Friedman is a Team Lending & Banking Officer and Vice President at Rockefeller Global Family Office. Prior to Rockefeller, Michael was a Wealth Management Banking Specialist at Merrill Lynch.

Michael works closely with clients and advisors to bridge the gap between wealth management and banking goals. With 20 years of financial services and banking experience, Mike works closely with clients and advisors to understand the client’s unique banking needs and determine a strategy or solution that will help the client satisfy that need. By listening carefully and using his vast knowledge of the banking industry, Mike works with client to determine and implement the most suitable banking options available to meet those unique needs.

Prior to Rockefeller, Mike was a Wealth Management Banking Specialist at Merrill Lynch. He has additionally held positions at Merrill Lynch in Internal Wealth Management Banking where he delivered sales and support in cash management, mortgages, and Loan Management Accounts, a Credit Card Rewards Specialist, and in Stock Option/401k Plan Operations. He was also a Private Banker at Morgan Stanley working with securities-based lending products and mortgages.

Michael holds a Bachelor’s in Finance from Rutgers University School of Business and an MBA in Management and Human Resources from Rider University. He also earned the Accredited Asset Management Specialist and Chartered Retirement Planning Consultant designations.

Michael lives in Voorhees, New Jersey, with his wife, two boys and rescue dog. He enjoys Philadelphia sports, attending and coaching his kids’ soccer and baseball games, and discovering new dining spots with friends and family.