Michele Oldham
Financial Advisor | Group Benefits Specialist I Here to make sure your money has a game plan | Building lifetime relationships in the process
- Role
- Financial Advisor at Golden Summit Wealth & Insurance Solutions
- Location
- Sacramento, CA, US
- LinkedIn followers
- 500 followers
About Michele Oldham
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.I am licensed to sell insurance in: CA and securities in: CA. I am a registered representative of and offer securities through MML Investors Services, LLC, member SIPC Supervisory address: 6701 Koll Center Parkway. Suite 140. Pleasanton, CA 94566 Phone: 92••••••00 MM20••••••••72
Experience
Financial Advisor
Golden Summit Wealth & Insurance Solutions
Mar 2025 — Present · Roseville, CA, US
Education
California State University-Sacramento
Bachelor's degree, Criminal Justice
1999 — 2003
Skills
- Sales
- Inventory Management
- Associate Development
- Retail
- Visual Merchandising
- Big Box
- Store Management
- Team Building
- Retail Sales
- Employee Training
- Profit
- Merchandising
- Merchandise Planning
- Fashion
- Time Management
- Pos
- Driving Results
- Shrinkage
- P
- Loss Prevention
- Leadership
- Store Operations
- Customer Service
- People Development
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