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Michael Ebel

@michaelebel

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Brokerage Operations Specialist at SoFi resolving 80+ monthly disputes and restoring over $1.2M in assets.

United States

Message

At SoFi, I lead brokerage workflows across account maintenance, cashiering, and controls. I resolve more than 80 check and ACH disputes monthly, restoring over $1.2M in assets, and lead voluntary corporate-action processing from member communication through election validation.

Previously, I analyzed HNW margin utilization at SoFi and supported revenue and engagement analytics for Investment Management leadership. At L9 Sports LLC, I managed reconciliations across $25M+ in annual inventory, revenue, and cash, and implemented POS and cash-reconciliation processes.

Experience

Work history, roles, and key accomplishments

Current

Brokerage Operations Specialist

Current

SoFi

Apr 2024 - Present (2 years 7 months)

Lead workflows across account maintenance, cashiering, and brokerage controls. Resolve 80+ check and ACH disputes monthly, restoring more than $1.2M in assets under management.

Account Maintenance Cashiering Brokerage Controls RMD Notifications Dispute Resolution ACH Corporate Actions AML FINRA Workflow Automation AI Tools Cross functional Coordination

Financial Advisor

Equitable Advisors

Nov 2023 - Apr 2024 (5 months)

Prospected clients via warm and cold outreach, making up to 100 calls per day and averaging 3+ discovery meetings daily. Monitored $200K+ in client assets across annuities, variable life, and brokerage accounts.

Prospecting Cold Calling Client Discovery Annuities Variable Life Insurance Brokerage Accounts Needs Analysis Gap Analysis FINRA SEC Compliance

Junior Accountant

L9 Sports LLC

Dec 2020 - Mar 2023 (2 years 3 months)

Managed $25M+ in annual inventory, revenue, and cash reconciliations across 5+ data sources using Excel. Designed and implemented POS and cash-reconciliation processes, establishing daily and weekly controls.

Inventory Reconciliation Revenue Reconciliation Cash Reconciliation Excel POS systems B2B Billing Credit Monitoring Month End Closing Journal Entries Financial Audit SOPs

Investment Specialist I & II

SoFi

Conducted HNW margin utilization and monetization analyses, identifying gaps and supporting growth recommendations. Served as liaison between APEX Clearing Corporation and clients, coordinating account maintenance activities.

Margin Analysis Monetization HNWIs Revenue Analytics Apex Clearing ACAT Transfers Re Characterization Options Advanced Orders PDT W 9 1099 Compliance Mentorship

Education

Degrees, certifications, and relevant coursework

Eastern Oregon University

Bachelor of Science, Marketing

Grade: 3.86

Activities and societies: Minor in Accounting; 2023 Outstanding Student of Marketing

Graduated September 2023 with a Bachelor of Science in Marketing and a minor in Accounting, achieving a GPA of 3.86. Recognized as the 2023 Outstanding Student of Marketing.

La Grande High School

High School Diploma, General Studies

Grade: 3.84

Activities and societies: National Honors Society 2016–2018; FBLA Member 2015–2018; 1st in Regional Advertising 2017–2018; 2nd in State Accounting 2018

Graduated June 2018 with a GPA of 3.84. Participated in National Honors Society and FBLA, earning first place in Regional Advertising and second place in State Accounting.