Michelle Tully
Senior Client Services Administrator
- Role
- Senior Client Services Administrator at Blbb Advisors
- Location
- Southampton, PA, US
- LinkedIn followers
- 500 followers
About Michelle Tully
Michelle brings to BLBB over two and a half decades of seasoned expertise in client…
Experience
Senior Client Services Administrator
Feb 2024 — Present · Montgomery County, PA, US
Founded in 1964, BLB & B is an independent, employee-owned, fee-only, multi-custodial financial advisory firm providing fiduciary advice, planning, and investment management services to individuals and families, endowments, and business owners. We believe financial planning and asset management are dynamic, life-long processes designed to accommodate unique situations and goals. BLB & B offers the capabilities of a larger firm coupled with the personal attention of a boutique practice. Our attention to detail, wealth of experience, and broad perspective enable us to consistently deliver customized and comprehensive financial planning resources to our clients that help them, in turn, make better financial decisions, avoid taking on unnecessary risk, and feel in better control of their financial futures.
Skills
- Project Management
- Quickbooks
- Leadership
- Financial Analysis
- Time Management
- Negotiation
- Microsoft Excel
- Budgeting
- Forecasting
- New Business Development
- Team Building
- Management
- Account Reconciliation
- Strategic Planning
- Business Development
- Operations Management
- Energy
- Contract Negotiation
- Budgets
- Retirement Planning
- Invoicing
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