Richard Michel
Us Private Client Group Investment Counselor @Fisher Investments
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WORK HISTORY
Us Private Client Group Investment Counselor @Fisher Investments
Tampa, FL, US
Relationship Management: Proactively engage with a dedicated roster of HNW clients through phone and email communication.* Quarterly Reviews: Lead scheduled, comprehensive quarterly conversations with clients to review their portfolio performance, discuss current asset allocation, and ensure alignment with their long-term financial objectives.* Client Education: Act as the subject matter expert, clearly educating clients on Fisher Investments’ proprietary top-down investment strategy, important market events, and the competitive financial landscape.
EDUCATION
Broward College
Associate's degree, Management
Florida Gulf Coast University
BS Marketing, Marketing/Marketing Management, General
Institution Saint Louis de Gonzague
High School Diploma
Florida Gulf Coast University
BS Management, Entrepreneurial and Small Business Operations
SKILLS
ABOUT RICHARD MICHEL
Experienced financial professional with a demonstrated history of working in the financial services industry. Skilled in Nonprofit Organizations, Microsoft Word, Sales, Event Management, and Editing. Strong sales professional with a BS Management focused in Entrepreneurial and Small Business Operations from Florida Gulf Coast University.
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