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Michelle Odom Location
Ponte Vedra Beach, FL, US
Michelle Odom Work
Founder and CEO @ (May 2023 - Present)
Vice President Of Business Development @ (April 2022 - May 2023)
Director Solutions Consulting @ (October 2020 - March 2022)
Sr. Solutions Consultant and Team Lead @ (January 2016 - October 2020)
Solutions Consultant @ (January 2013 - January 2016)
Senior Implementation Consultant @ (May 2012 - December 2012)
Client Relationship Manager @ (February 2009 - May 2012)
Michelle Odom Education
UCF College of Business
Bachelors (Finance)
Michelle Odom Skills
Series 7
Portfolio Management
Process Improvement
Equities
Wealth Management
Investments
CRM
Strategic Financial Planning
Asset Allocation
Bloomberg
Alternative Investments
Financial Analysis
Mutual Funds
Trading
Hedge Funds
Financial Services
Financial Planning
Customer Relationship Management (CRM)
Black Diamond Wealth Platform
Michelle Odom Summary
Michelle Odom, based in Ponte Vedra Beach, FL, US, is currently a Founder and CEO at Ellevate. Michelle Odom brings experience from previous roles at Mirador, Inc. and SS&C Advent. Michelle Odom holds a Bachelors in Finance @ UCF College of Business. With a robust skill set that includes Series 7, Portfolio Management, Process Improvement, Equities, Wealth Management and more. Michelle Odom has 3 emails and 1 mobile phone numbers on RocketReach.
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