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Michelle Kaiser Location
San Carlos, CA, US
Michelle Kaiser Work
2024 -now VP of Sales and CEO of Equitybee Securities @
2023 -2024 VP of Sales @
2019 -2023 Senior Investor Relations Manager @
2018 -2019 Business Development Manager @ Mambo LLC
2011 -2017 Financial Advisor @
2009 -2010 Audit Associate @
Michelle Kaiser Education
SMU Cox School of Business
Master of Business Administration - MBA (Strategy and Entrepreneurship)
2017-2018
Santa Clara University
Bachelor of Science (Accounting)
2005-2009
Michelle Kaiser Skills
Finance
Insurance
Microsoft Office
Investments
Retirement
Strategy
Leadership
Public Speaking
Financial Advisory
Management
Microsoft Excel
Financial Analysis
Investment Strategies
Project Management
Strategic Planning
Auditing
Michelle Kaiser Summary
Michelle Kaiser, based in San Carlos, CA, US, is currently a VP of Sales and CEO of Equitybee Securities at Equitybee. Michelle Kaiser brings experience from previous roles at Equitybee, Mambo LLC and Wells Fargo Advisors. Michelle Kaiser holds a 2017 - 2018 Master of Business Administration - MBA in Strategy and Entrepreneurship @ SMU Cox School of Business. With a robust skill set that includes Finance, Insurance, Microsoft Office, Investments, Retirement and more. Michelle Kaiser has 3 emails and 2 mobile phone numbers on RocketReach.
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