Michelle joined our team in January of 2020 and is supporting G9 Financial in our client service division. Her main duties include new account opening and client account access management through our technology offerings. Prior to joining our team, she began her career in Financial Services in 2013 as Vice President and Director of Operations for an Office of Supervisory Jurisdiction with our Broker Dealer, Cambridge Investment Research, Inc. A lover of problem solving, she enjoys client interaction and takes great pride in exceeding customer expectations. She will always go the extra mile to make others’ lives easier or better.
Curry College – Bachelor of Arts in Public Relations/Business Management
Reading, Writing, Motorcycling, Landscaping, going to the beach, dining out, and spending time with family, friends and pets.
Husband, Swen, Sons Anthony and Thomas.