Michele Grant

Senior Vice President - Director Ira Products @Wells Fargo

Charlotte, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2006 — Present

Senior Vice President - Director Ira Products @Wells Fargo

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Responsible for directing the enterprise retail IRA business line, including +4 million accounts and $225 billion in assets. Key responsibilities include directing the design and implementation of new retail IRA products and services, development and execution of sales strategies and sales support materials, and directing the product delivery, service, operational processes and procedures to continually increase effectiveness and efficiency.

EDUCATION

N/A

University of South Carolina

BS, Business

SKILLS

ComplianceRetirementDue DiligenceIra'sMutual FundsFinanceAsset ManagementSecuritiesFinancial PlanningManagementSeries 7Mergers & AcquisitionsIrasFinancial ServicesBusiness DevelopmentTrainingRetirement Planning

ABOUT MICHELE GRANT

SVP and Director of IRA Products, Retail Retirement. Michele responsibilities include…

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Michele Grant — Senior Vice President - Director Ira Products at Wells Fargo in Charlotte, NC, US | Unifers