Michelle Thetford Email & Phone Number
SVP and Chief Operating Officer of RIA and Custody Services at Raymond James @ Raymond James
Michelle Thetford's Location
Chicago, IL, US
Michelle Thetford's Work
- SVP and Chief Operating Officer of RIA and Custody Services at Raymond James @ Raymond James
- Chief Executive Officer and Managing Member @ Thetford Consulting LLC
- Chief Operating Officer and Head of Enterprise Protection @ HighTower Advisors
- Vice President Advisor Services Client Strategic Solutions @ Charles Schwab
- Vice President Advisor Services and Alternative Investment Compliance @ Charles Schwab
- Director Advisor Services Compliance @ Charles Schwab
- Vice President, Senior Compliance Officer @ Banc of America Investment Securities, Inc.
- Director Advisor Services Compliance @ Charles Schwab
- Vice President Operations @ SunAmerica Securities, Inc., Sentra Securities, Inc., Spelman & Co.
- Division Operations Manager @ Dougherty Summit Securities
Michelle Thetford's Education
- FINRA Registration
Series 63, 7, 24 and 99
- Michigan State University
Bachelor's degree (Advertising)
Michelle Thetford's Skills
- Marketing
- Microsoft Office
- Microsoft Excel
- Financial Analysis
- Public Speaking
- Project Management
- Strategic Partnerships
- Financial Services
- Allen Bradley
- SaaS
Michelle Thetford's Summary
Michelle Thetford, based in Chicago, IL, US, is currently a SVP and Chief Operating Officer of RIA and Custody Services at Raymond James at Raymond James, bringing experience from previous roles at Thetford Consulting LLC, HighTower Advisors and Charles Schwab. Michelle Thetford holds a Series 63, 7, 24 and 99 @ FINRA Registration. With a robust skill set that includes Marketing, Microsoft Office, Microsoft Excel, Financial Analysis, Public Speaking and more, Michelle Thetford contributes valuable insights to the industry. Michelle Thetford has 5 emails and 1 mobile phone number on RocketReach.
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