Michelle Silva Email & Phone Number

Director of Finance @ Bear MCG

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Michelle Silva Location

Fort Worth, TX, US

Michelle Silva Work

2019 -now Director of Finance @
2019 -2020 Research And Development Analyst @
2020 -2021 Personal Financial Counselor @
2008 -2019 Family Readiness Advisor @
2002 -2014 Wealth Management Advisor @ Virtus Wealth Management
2011 -2013 Financial Advisor @
2008 -2008 Executive Sales Assistant @ Union Investment Services
2006 -2007 Investment Specialist @

Michelle Silva Education

College for Financial Planning
(Certified Financial Planner)
2012-2013
Abilene Christian University
BBA (Finance and Marketing)
2003-2005
East Carolina University
Master's Certificate (Adult and Continuing Education and Teaching)

Michelle Silva Skills

Strategic Financial Planning
Investments
Recruiting
Marketing
Finance
Customer Service
Insurance
Leadership
Sales Management
Training
Financial Analysis
Retirement Planning
Management
Series 7
Wealth Management
Life Insurance
College Funding Strategies
Wealth Accumulation Strategies
Life & Health Insurance Licenses
Permanent Life Insurance
Guaranteed Lifetime Income
Series 63
Series 65
401k Rollovers
Traditional IRA
Roth IRA
Investment Advisory
Higher Education
Retirement
401k
Financial Services
Mutual Funds
Fixed Annuities
IRAs
Financial Advisory
Uniform Combined State Law
Asset Allocation
Estate Planning
Investment Strategies
Financial Planning
Portfolio Management
Team Building
Strategy
Asset Management
Strategic Planning
Sales
Returns
Consulting
Market
Financial Data
Needs Analysis
Military Transition
Strategist
Christian
Community
Net
Fortune 500
Multifaceted
Families
Historic Preservation
Legal
Portfolio Risk
Business Executives
Organizational Structure
Briefs
Perspectives
Uniform Combined State
Texas
Insurance Planning
Calls
Organizational Leadership
CRM
Investment Management
PowerPoint
Circulation
Cash Management
Workflow
Quarter
Sunset
Forecasting
Customer Satisfaction
Business Services
Trade Unions
Data Processing
Elementary Education
Reports
Organizational Effectiveness
Financial Accounting
Strategies
Loyalty Programs
Marines
FINRA
Variables
Cooperation
Microsoft Excel
Nonprofits
Community Outreach
Peace
Wealth
Subject Matter Expert
Project Management
Research
Emerging Technologies
Reporting
Life And Health Insurance Licenses
Analysis
Community Service
Large Group
Ad Hoc Reporting
Cash Flow
Guaranteed Lifetime
Sake
Virginia
Iraq
Prince
Preparedness
Financial Modeling
Lakeview
Communication
Client Services
Business Development
Community Development
Osc
Interactive Advertising
Knowledge Transfer
Wealth Accumulation
New Hires
Marine Corps
Information Flow
Array
Sales Trainings
Project Planning
Technology Integration
Newsletters
Contractual Agreements
Engagement
Strategic Financial
Kid
College Funding
Covering
Presentations
Meaningful
Rapport
Camp
Top Performer
Efficient
Portfolio
Ghostwriting
Non Profit Volunteering
Account Management
Trust
Software Installation
Tax
Stock Option
Grants
Stress Management
Process Improvement
Dallas
Software
Counseling Psychology
Compliance
Addressing
Relationship Building
Microsoft Word
Base Camp
Military
Market Analysis
Accounting Applications
Budgets
Wellbeing
Risk
Conceptual Modeling
Meetings
Health Insurance
Southlake
Life And Health Insurance
Securities

Michelle Silva Summary

Michelle Silva, based in Fort Worth, TX, US, is currently a Director of Finance at Bear MCG. Michelle Silva brings experience from previous roles at Bear MCG, Zeiders Enterprises, Inc., USMC and Virtus Wealth Management. Michelle Silva holds a 2012 - 2013 College for Financial Planning. With a robust skill set that includes Strategic Financial Planning, Investments, Recruiting, Marketing, Finance and more. Michelle Silva has 2 emails and 2 mobile phone numbers on RocketReach.

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