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