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Michael Wheeler possesses extensive experience in finance and account management, currently serving as the CASS Manager at Blackfinch Group since April 2018, where responsibilities include the oversight of client account functions and daily reconciliations for cash and assets. Prior experience at JPMorgan Chase & Co. includes roles as Senior Associate in Trade Settlements, where Michael provided expert support and managed system issues, and as a Test Analyst, where Michael ensured new trading platforms met business requirements. Early career roles at Country Residential involved accounts payable administration. Michael holds a Bachelor's degree in Forensic Science and Technology from Carroll University and has completed multiple certifications from The Chartered Institute for Securities & Investment, including an Extended Certificate in Investment Operations.