Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

MICHELLE FORTUNE

Ranch Cordova,CA

Summary

Dedicated and compassionate Case Manager with a background in behavioral health and executive support. Over 10 months of experience providing holistic case management in a dual diagnosis setting. Strong administrative foundation, excellent communication skills, and a commitment to client-centered care.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Case Manager / RAD-T

Align Recovery Centers
10.2024 - 07.2025
  • Managed complex caseloads of clients, delivering holistic, individualized case management services.
  • Maintained accurate, timely documentation of client interactions, progress notes, and treatment outcomes.
  • Facilitated regular client meetings and groups to address goals, barriers, and recovery milestones.
  • Conducted pre-admission assessments to evaluate client eligibility and readiness for treatment.
  • Ensured full compliance with agency procedures, legal regulations, and ethical standards.

Executive Assistant

First Republic Bank-Private Equity
12.2022 - 02.2023
  • Supported executive leadership with scheduling, correspondence, and logistical operations in the Small Business Department
  • Maintained discretion in handling sensitive materials and communication with clients
  • Streamlined office procedures, implementing best practices to enhance operational efficiency.

Executive Assistant

TPG Capital
08.2022 - 10.2022
  • Supported eight professionals ranging from Associate level to Director and Chief of Staff
  • Managed executive calendars, prioritizing appointments and ensuring efficient time management.
  • Coordinated travel arrangements, optimizing itineraries for cost-effectiveness and timeliness.

Sr. Administrative Assistant

JP Morgan Chase
06.2021 - 08.2022
  • Managed high levels of organization for four Executive Market Directors and 50+ branch managers
  • Assist with coordinating special projects, presentations and employee events/meetings
  • Regularly handled highly confidential information with discretion

Branch Manager

JP Morgan Chase
01.2019 - 05.2021
  • Actively identify, coach, develop, motivate, and support employees so that they can provide superior client experience
  • Foster a culture of respect and inclusivity by creating a positive work environment
  • Create branch-specific strategies and action plans to grow business while maintaining a strong controls focus
  • Helped manage and support multiple different branches through significant transitions Delivered 100% Customer Satisfaction scores for 3 consecutive quarters

Private Client Banker-Manager on Duty

JP Morgan Chase
12.2016 - 12.2018
  • Responsible for consulting with clients regarding their financial needs, recommending solutions, and financial services to meet those needs.
  • Worked effectively with branch partners to ensure a positive client experience.
  • Provided leadership for colleagues by fostering teamwork, opening and closing the branch, providing overrides, etc.
  • Worked with high net worth clients in a highly professional setting

Education

Bachelor of Arts - Kinesiology

CSU Chico
Chico, CA
06.2012

CADC Program

Sober College School of Addiction Studies
Online
06-2025

Skills

  • Case Management, Treatment Planning, Dual Diagnosis Support, Pre-Admission Assessments, Aftercare Planning, Group Facilitation, Documentation, Administrative Support

Certification

  • RADT (Registered Alcohol and Drug Technician)
  • Opioid Overdose Training
  • CPR/First Aid
  • HIPAA & Ethics Training

Timeline

Case Manager / RAD-T

Align Recovery Centers
10.2024 - 07.2025

Executive Assistant

First Republic Bank-Private Equity
12.2022 - 02.2023

Executive Assistant

TPG Capital
08.2022 - 10.2022

Sr. Administrative Assistant

JP Morgan Chase
06.2021 - 08.2022

Branch Manager

JP Morgan Chase
01.2019 - 05.2021

Private Client Banker-Manager on Duty

JP Morgan Chase
12.2016 - 12.2018

Bachelor of Arts - Kinesiology

CSU Chico

CADC Program

Sober College School of Addiction Studies
MICHELLE FORTUNE