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
- Managing Director of Strategy and Operations, Senior Wealth Advisor @ (October 2025 - Present)
- Strategic Growth Consultant @ (September 2024 - October 2025)
- Head of US Private Wealth Distribution @ (January 2023 - September 2024)
- Head of RIA and ETF Distribution @ (January 2021 - January 2023)
- Head of ETF Distribution @ (August 2016 - January 2021)
- Senior Vice President, ETF Strategy @ (September 2012 - July 2016)
- Vice President, Senior National Account Manager @ (January 2007 - September 2012)
- Principal, ETF Sales Desk Manager @ (June 2006 - January 2007)
- Principal, Institutional Relationship Manager @ (November 2005 - January 2007)
- Principal, Internal Sales Consultant @ (April 2004 - November 2005)
Michelle Fuller Education
- Penn State University
Marketing and International Business (Marketing)
- Middlesex University
Marketing
Michelle Fuller Skills
- Account Management
- Account Sales Strategies
- Alternative Investments
- Asset Management
- Business Development
- Business Owner Planning
- Business Relationship Management
- Business Transformation
- CIMA
- Cross-functional Team Leadership
- Cross-team Collaboration
- Distribution Strategies
- ETFs
- Enterprise Relationship Management
- Equities
- Exit Planning
- Exit Planning
- Financial Advisors
- Financial Advisory
- Fixed Income Strategies
- Go-to-Market Strategy
- Investment Advisory
- Investment Analysis
- Investment Management
- Investment Portfolios
- Investments
- Management
- Marketing Strategy
- Media Relations
- Multi Family Office
- Municipal Bonds
- Mutual Funds
- Negotiation
- Private Markets
- Private Wealth
- RIAs
- Relationship Management
- SMA
- Sales
- Sales Management
- Sales Processes
- Securities
- Series 24
- Solid Presentation Skills
- Strategic Partnerships
- Talent Development
- Trading
- Transformation Management
- Wealth Management
- Partnership Working
- Peer Review
- Good Practice
- Frontline Service Delivery
- Developing Pathways
- Series 63
- Financial Services
- Fixed Income
- Reducing the Use of B&b Accommodation
- Local Government
- Accessing the Private Rented Sector
- Homelessness
- Training
- Series 7
- Continuous Improvement
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 Account Management, Account Sales Strategies, Alternative Investments, Asset Management, Business Development and more. Michelle Fuller has 3 emails and 2 mobile phone numbers on RocketReach.
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