Michel’le Correia

Client Service Specialist

About Michel’le

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.

Q & A

  • What are your favorite pursuits outside of work?

    Outside of work, I find fulfillment in nurturing the various facets of my life’s balance (mind, body, and soul). This includes delving into self-development through therapy, working out, delighting in spending time with loved ones showing them San Francisco’s treasures, and relishing leisurely walks with my significant other and our beloved fur baby.
  • Share a personal accomplishment that you’re particularly proud of.

    As a first-generation student, I’m particularly proud of graduating with my A.S. in Business Administration and building out my career in the Financial Industry. I recognize my role as a “first gen” and the impact it has as I am paving the way for the new generations to come. It is an honor and privilege to be able to help others through my journey and experiences.
  • Three words to describe the Bay Area.

    Captivating, Multicultural, Awe-Inspiring
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Alex Katz

Chief Growth Officer