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, Vice President and Director of Operations for an Office of Supervisory Jurisdiction with our Broker Dealer, Cambridge Investment Research, Inc.
Michelle earned a BA degree in Communication/Public Relations and Business and has utilized her operations, administration and customer relations skills in various capacities within the Insurance, Banking and Healthcare industries. 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.
Michelle lives in Sutton with her husband, Swen and sons, Anthony and Thomas. Outside of work, you will find her near water whenever possible. In her spare time, she enjoys dining, reading, writing and spending precious time with family, friends and pets.