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Michele Floyd Location
Texas, United States
Michele Floyd Work
2020 -now Director, Private Client Group @
2020 -2020 Director of Advisory Sales @
2018 -2020 Senior Vice President @
2016 -2018 Vice President @
2015 -2016 Financial Advisor @
2010 -2014 Firm Administrator @ F&b
2003 -2009 Assistant Vice President - Sales Development Consultant @
2001 -2003 Assistant Vice President - Trust Officer Ii @
2000 -2001 Financial Consultant @
1999 -2000 Investment Representative @
1996 -1999 Licensed Relationship Banker @ Banc One Securities Corporation
Michele Floyd Education
Incarnate
Bachelor Of Business Administration (Information Systems)
1996-1999
Chugiak High School 1988-1992
Michele Floyd Skills
Financial Services
Financial Advisory
Financial Planning
Management
Investments
Account Management
Insurance
Leadership
Sales
Financial Analysis
Finance
Business Development
Sales Management
Training
Team Building
Project Management
Strategic Planning
Business Coaching
Public Speaking
Contract Negotiation
Marketing
Document Management
Budgets
Change Management
Legal Writing
Employee Benefits
Litigation Support
Human Resources
Outlook
Recruiting
Employee Relations
Intellectual Property
Litigation
Microsoft Office
Customer Service
Microsoft Excel
Research
Michele Floyd Summary
Michele Floyd, based in Texas, United States, is currently a Director, Private Client Group at Personal Capital. Michele Floyd brings experience from previous roles at Personal Capital and Merrill Lynch. Michele Floyd holds a 1996 - 1999 Bachelor Of Business Administration in Information Systems @ Incarnate. With a robust skill set that includes Financial Services, Financial Advisory, Financial Planning, Management, Investments and more. Michele Floyd has 2 emails and 1 mobile phone numbers on RocketReach.
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