Senior Operations Manager, Client Solutions Support
Years of Industry Experience: 27
Years with CWB McLean & Partners: 3
With over 25 years in the wealth management industry, Michelle is as passionate as she is proficient at streamlining processes to optimize operational efficiency. Her overarching goal is to improve the firm's experience for both colleagues and clients. Logical, collaborative and inquisitive, she relieves us from daily minutiae, allowing us to focus our time and resources where they matter most: providing superior client service and results.
Hobbies and Interests:
Spending time with family and friends, rehabilitating abused four-legged friends, arts and crafts.
Founder and host of the House on Haunted Heights, and volunteering for the Help Portrait at Calgary Drop-in Centre, BC & Alberta Guide Dogs and the Cinderella Project.