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Mike Broker

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Mike Broker

Adjunct Professor | Trilogy Financial

Denver, Colorado, United States

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Mike Broker

Summary

Mike Broker is an accomplished Executive Vice President and Chief Strategy Officer at Trilogy Financial, with a strong background in business development and financial services. He began his career during the Great Recession, which shaped his understanding of client needs in challenging times. A Certified Financial Planner, Mike excels in guiding clients through the complexities of wealth management, focusing on transitions from wealth accumulation to sustainable living. His empathetic approach stems from personal experiences, allowing him to connect deeply with clients. In addition to his corporate role, he teaches business strategy as an Adjunct Professor at the University of Denver. Mike has received several accolades, including the Five Star Wealth Manager award and the 2020 C-Suite Award. His insights have been featured in reputable publications like Forbes and 9News Denver. Outside of work, he serves on the Board of Directors for Make a Wish Colorado, reflecting his commitment to community service and helping others achieve their dreams.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Non-Profit Experience

Mike Broker

Work Experience

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Adjunct Professor at

University of Denver

January 2023 - Present

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Executive Vice President at

Trilogy Financial

October 2022 - Present

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Chief Strategy Officer at

Trilogy Financial

February 2019 - Present

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Managing Vice President at

Trilogy Financial

March 2017 - February 2019

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Managing Partner at

Trilogy Financial

August 2013 - March 2017

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Wealth Advisor at

LAJORD PTY. LTD.

January 2008 - August 2013

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Mike Broker

Education

University of Denver, Master Of Business Administration - Mba

January 2019 - January 2021

J. Mack Robinson College of Business, Bachelor Of Business Administration (B.B.A.)

January 2001 - January 2005

Frequently Asked Questions about Mike Broker

What is Mike Broker email address?

Mike Broker's primary email address is ***********@du.edu. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Mike Broker work for?

Mike Broker is a Adjunct Professor at Trilogy Financial, a company specializing in Monetary Authorities-Central Bank.

Where Mike Broker graduated from?

Mike Broker holds a degree in Executive Management from University of Denver.

How can I directly contact Mike Broker?

To contact Mike Broker directly, you can use the email address ***********@du.edu. Complete contact information is available upon registration with Muraena.

Who is Mike Broker?

Mike Broker is an accomplished Executive Vice President and Chief Strategy Officer at Trilogy Financial, with a strong background in business development and financial services. He began his career during the Great Recession, which shaped his understanding of client needs in challenging times. A Certified Financial Planner, Mike excels in guiding clients through the complexities of wealth management, focusing on transitions from wealth accumulation to sustainable living. His empathetic approach stems from personal experiences, allowing him to connect deeply with clients. In addition to his corporate role, he teaches business strategy as an Adjunct Professor at the University of Denver. Mike has received several accolades, including the Five Star Wealth Manager award and the 2020 C-Suite Award. His insights have been featured in reputable publications like Forbes and 9News Denver. Outside of work, he serves on the Board of Directors for Make a Wish Colorado, reflecting his commitment to community service and helping others achieve their dreams.

Mike`s contact details

mail

***********@du.edu

**************@trilogyfs.com

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