Michelle coordinates and implements retirement planning seminars to educate pre-retirees and retired individuals. Additionally, she provides customer service to existing and potential clients.
She previously worked for WM Financial Services (Broker/dealer for Washington Mutual) where she provided back-office support to financial consultants, handled account approvals, trade approvals, and conducted branch audits. She also used to train brokerage and customer service reps, financial consultants and associates covering policies, procedures, and training.
She has three beautiful children and enjoys attending their soccer games. She is also a scrap booker and card maker.
FINRA 7, 24, and 63 CRD # 2937040