Michelle Berry
Financial Consultant at J.W. Cole Financial, Inc
Based in Traverse City, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Traverse City
Industry
Financial Services
Company size
108
Contact information
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m•••••••@jw-cole.com
Phone
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Background
About Michelle Berry
Demonstrated success in delivering exceptional services to clients, while creating process efficiencies and enhancements to drive excellence. Capable of evaluating business processes and risks through looking at the company’s strategic direction and financial performance. Excel at assessing client needs, analyzing data and creating financial plans using a holistic approach. Broad-based management skills, with strong planning, communication, interpersonal, and decision-making ability to successfully deliver measurable results. Empathetic and customer-oriented approach with ability to understand and creatively address questions and potentially ambiguous situations. Demonstrated success in developing continuous improvement culture and a growth mind-set to enable teams to constantly evolve. Recognized by management and peers for integrity, dependability, and flexibility in meeting strategic and tactical objectives. Securities offered through J.W. Cole Financial, Inc.(JWC) Member FINRA/SIPC and Advisory services offered through J.W. Cole Advisors, Inc.(JWCA) J.W. Cole Financial, Inc. and Fortitude Wealth Planners are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Advisor does not verify the content of and is not responsible for the opinions of any other users’ posts on their social media site, all opinions are those of the Advisor and do not necessarily reflect those of JWC/JWCA. Bitly link for Twitter: https://bit.ly/2q0UjF6
Decision-makers
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