Michelle Email & Phone Number
Compliance Chief Operating Officer @ Millennium
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Michelle Location
- New York, NY, US
Michelle Work
- 2024 -now Compliance Chief Operating Officer @
- 2021 -2024 Chief Operating Officer, Investment Management Compliance @
- 2019 -2021 Executive Director, Corporate and Participant Solutions @
- 2015 -2019 Executive Director, Regulatory Affairs @
- 2013 -2015 Vice President, Compliance Strategic Initiatives @
- 2010 -2013 Operations Risk and Control @
- 2008 -2010 Brigade Budget Officer @
- 2008 -2010 Financial Advisor @
- 2004 -2008 Captain - Finance Corps @
Michelle Education
- North Carolina State University - College of Management
BS (Accounting - Financial Analysis)
- University of South Carolina
N/A (Project Management)
Michelle Skills
- Team Performance
- Sensitive Information
- Broker-Dealer Compliance
- Business Relationship Management
- Program Management
- Regulatory Compliance
- Management Consulting
- Regulatory Reporting
- Data Governance
- Project Management
- Product Development
- New Business Development
- Sales
- Client Relations
- Business Planning
- Strategic Planning
- Operations Management
- Operational Efficiency
- Business Development
- Integration
- Internal Controls
- Change Management
- Problem Solving
- People Management
- People Development
- Teamwork
- Series 7
- Risk Management
- Financial Management
- Securities
- Financial Planning
- Wealth Management
- Risk
- Portfolio Management
- Budgeting
- Excel
- Investments
- Management
- Process Improvement
- Business Analysis
- Strategic Financial Planning
- Financial Risk
- Microsoft Excel
- Managerial Finance
- Budgets
- Finance
- Equities
- Financial Analysis
- Leadership
Michelle Summary
- Michelle, based in New York, NY, US, is currently a Compliance Chief Operating Officer at Millennium. Michelle brings experience from previous roles at Morgan Stanley. Michelle holds a BS in Accounting - Financial Analysis @ North Carolina State University - College of Management. With a robust skill set that includes Team Performance, Sensitive Information, Broker-Dealer Compliance, Business Relationship Management, Program Management and more. Michelle has 4 emails and 2 mobile phone numbers on RocketReach.
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