Client Relationship Specialist @ Pinnacle Advisory Group (now Congress Wealth Management) (April 2016 - April 2018)
Account Representative @ (October 2014 - April 2016)
Tax and Advisory Assistant @ Bradley Wealth Management (January 2013 - October 2014)
Michelle Wong Summary
Michelle Wong, based in Windsor, ON, CA, is currently a Founder, Chief Executive Officer at Nifty Advisor Support. Michelle Wong brings experience from previous roles at The Nifty Lab, Pinnacle Advisory Group (now Congress Wealth Management), Strategic Wealth Management Group, LLC dba Wealthspire Advisors (formerly known and Bradley Wealth Management. Michelle Wong has 1 emails on RocketReach.
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