Michael A. Hatfield
Client Service Specialist
(626) 792-2228 firstname.lastname@example.org
Michael joined Clifford Swan in 2022 as a client service specialist. In this role, he provides administrative support to clients’ investment counselors and works closely with clients in support of their goals. He began his career in financial services in 2019 as a relationship manager at Bank of America, followed by servicing consumer banking and investment accounts at Merrill Lynch as a client associate.
Outside of the office, Michael enjoys playing basketball, cycling, and walking his Dachshund.
“I take a great deal of professional pride in my work. It is very satisfying to support our clients in meeting their financial goals.”
California State University Dominguez Hills, Bachelor of Science, Business Administration and Finance, 2018