As a Portfolio Administrator, Michele is responsible for providing account support, performance reporting, updating client records and processing clients’ requests.
Michele has over 24 years of experience in the financial and investment sector. Prior to joining Pacific Portfolio, Michele worked at Merrill Lynch, where she was involved in a variety of processes, including client communication and support, account management and monitoring investment portfolios. Prior to joining Merrill Lynch, she worked for over 10 years at Morgan Stanley as part of the Private Wealth Management Division, where she was responsible for building strong client relationships, provided customer support, coordinated restricted stock plans for local Seattle companies and tracked investment portfolios.
Michele holds a Bachelor of Arts in Economics along with a Minor in Japanese from Eastern Washington University. She is also a founding member of SmartyPants, a 501(c)3 formed in Washington state that provides funding and support for primary education and vocational training scholarships for impoverished individuals with disabilities in Nepal.