Michelle Brownstein Email & Phone Number
Chief New Client Development Officer @ Wealth Enhancement Group
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Michelle Brownstein Location
- San Francisco, CA, US
Michelle Brownstein Work
- 2023 -now Chief New Client Development Officer @
- 2023 -2023 Vice President, Private Client Group @
- 2020 -2023 Investment Committee Member @
- 2016 -2023 VP of Private Client Services @
- 2011 -2016 Senior Vice President, Private Client Group @
- 2020 -2022 DE and I Council Member @
- 2010 -2011 Investment Counselor @
- 2008 -2009 Associate Investment Counselor @
- 2008 -2008 Mergers and Acquisitions Associate @
- 2007 -2008 Client Account Coordinator @
Michelle Brownstein Education
- New York University
Certified Financial Planning Certification (Financial Planning)
2014-2014 - UCLA
Economics (Economics & Political Science)
2003-2007
Michelle Brownstein Skills
- Fitting
- Public Speaking
- Fixed Income
- Mergers
- Inside Sales
- Developing Client Relationships
- Investments
- Relationship Management
- Business Development
- Mentoring
- Customer Presentations
- Strategy
- Financial Services
- Wealth Management
- Equities
- Microsoft Word
- Investment Strategies
- Asset Management
- Financial Analysis
- Acquisition Integration
- Due Diligence
- Mergers and Acquisitions
- Series 65
- CRM
- Securities
- Developing Client
Michelle Brownstein Summary
- Michelle Brownstein, based in San Francisco, CA, US, is currently a Chief New Client Development Officer at Wealth Enhancement Group. Michelle Brownstein brings experience from previous roles at Empower and Personal Capital. Michelle Brownstein holds a 2014 - 2014 Certified Financial Planning Certification in Financial Planning @ New York University. With a robust skill set that includes Fitting, Public Speaking, Fixed Income, Mergers, Inside Sales and more. Michelle Brownstein has 2 emails and 2 mobile phone numbers on RocketReach.
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