Michele McCormick

Respected financial professional and small business owner with over 25 years of experience in client relationship management, detailed scheduling, invoicing and services for existing private clientele and referrals. Offers an in depth understanding of building solutions to promote organization and efficiency. Strong ability to work independently and creatively while focused on customer satisfaction throughout all stages.

Knowledgeable professional with robust background in small business management. Successfully established and grew thriving business through effective operational strategies and customer engagement. Demonstrated leadership and financial acumen, ensuring smooth daily operations and sustainable growth.

• Executive Assistant for Sales, New Business and Operational Support
• Financial Planning in the fields of Retirement, Estates, Education, Banking and Brokerage Accounts
• Obtained Series 7 and 63 Licenses, Previously Licensed in Health and Life Insurance
• Active Trader of Stocks, Bonds, Mutual Funds, Options and Complex Strategies
• Specialized in Retirement and Estate Resolutions
• Seasonal Tax Preparer after Certification
• 3 Years Prior Experience in Commercial Insurance for large, mid-sized and small companies