Michel’le is a Client Service Specialist at Summitry. She primarily works with the Operations Team, providing the best client experience by ensuring that client inquiries are executed efficiently and communicated effectively across the team.
Prior to joining Summitry, Michel’le earned an A.S. in Business Administration from Monterey Peninsula College. She worked as a Client Service Associate at a Private Wealth RIA in San Francisco overseeing Client Relationship Management and has been working in the financial services industry since 2017. She brings extensive experience serving as primary contact for clients on administrative tasks and ensuring excellent service. Michel’le has a passion for helping clients fulfill their current and long-term goals.
Michel’le currently resides in San Mateo. She enjoys spending quality time with her loved ones, traveling, and exploring the Bay Area.
