Michelle Fuller Email & Phone Number
Managing Director of Strategy and Operations, Senior Wealth Advisor @ Bartholomew & Company
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Michelle Fuller Location
- Boston, MA, US
Michelle Fuller Work
- 2025 -now Managing Director of Strategy and Operations, Senior Wealth Advisor @
- 2024 -2025 Strategic Growth Consultant @
- 2023 -2024 Head of US Private Wealth Distribution @
- 2021 -2023 Head of RIA and ETF Distribution @
- 2016 -2021 Head of ETF Distribution @
- 2012 -2016 Senior Vice President, ETF Strategy @
- 2007 -2012 Vice President, Senior National Account Manager @
- 2006 -2007 Principal, ETF Sales Desk Manager @
- 2005 -2007 Principal, Institutional Relationship Manager @
- 2004 -2005 Principal, Internal Sales Consultant @
- 2002 -2004 Wealth Management Associate @
Michelle Fuller Education
- Penn State University
Marketing and International Business (Marketing)
- Middlesex University
(Marketing)
Michelle Fuller Skills
- Partnership Working
- Peer Review
- Good Practice
- Asset Management
- Frontline Service Delivery
- ETFs
- Developing Pathways
- Series 24
- CIMA
- Series 63
- Management
- Mutual Funds
- Financial Services
- Fixed Income
- Reducing the Use of B&b Accommodation
- Local Government
- Investment Management
- Wealth Management
- Accessing the Private Rented Sector
- Investments
- Account Sales Strategies
- Homelessness
- Training
- Series 7
- Marketing Strategy
- Relationship Management
- Continuous Improvement
- Business Development
- Solid Presentation Skills
- Investment Advisory
- Financial Advisory
- Business Relationship Management
Michelle Fuller Summary
- Michelle Fuller, based in Boston, MA, US, is currently a Managing Director of Strategy and Operations, Senior Wealth Advisor at Bartholomew & Company. Michelle Fuller brings experience from previous roles at Fuller Collision Group and John Hancock Investment Management. Michelle Fuller holds a Marketing and International Business in Marketing @ Penn State University. With a robust skill set that includes Partnership Working, Peer Review, Good Practice, Asset Management, Frontline Service Delivery and more. Michelle Fuller has 2 emails and 2 mobile phone numbers on RocketReach.
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