Prior to moving to North Carolina in 2008, Michele worked on Wall Street at Citigroup for 17 years. Michele began as a Compliance Analyst, working with NASD, AMEX, and NYSE on trading inquiries and rose to the level of Vice President in charge of institutional account management. Today, she serves as theDirector of Client Relations for Fortress Financial Partners and has worked with Joe for over 4 years. Michele’s primary responsibilities include assisting Clients in the planning process, opening accounts, trading, following through on Plan implementation, and servicing client’s financial needs on an ongoing basis.
Michele is FINRA Series 7 & 63 registered with Fortress Private Ledger and maintains her North Carolina Life & Health License. She is an integral part of every client experience at Fortress Financial Partners and continually exceeds service expectations.
Michele lives in Garner and enjoys spending time outside with her dogs and chickens.