As Account Analyst, Mike Dorato utilizes CapAcuity’s proprietary asset-liability management (ALM) system to effect timely, accurate and tax-efficient trading. Mike serves as a day-to-day point of contact for clients on non-qualified executive benefit programs and associated funding strategies. He coordinates with our senior consultants and investment team, our trustees and custodians, and our non-qualified plan recordkeepers to help ensure an optimal service experience for our clients.
Prior to CapAcuity, Mike was a mortgage service specialist with Andrews Federal Credit Union, where he used technology and systems to complete escrow analysis and ensure the proper funding of accounts. Previously, he worked in the financial services industry in both loans and banking.
Mike earned his bachelor’s degree in business administration from Sage College of Albany in New York.