Michelle Christison
Results-driven executive-level management and decision-making support across multiple channels during crisis, growth, and transition while managing resources and generating revenue. Recognized for outstanding leadership, communication, and business acumen with exceptional integrity and the ability to consistently produce results. A graduate from CSU Sacramento with a Bachelor's in Business, Michelleenjoys spending time with her two beautiful girls when they are home from college, as well as reading, hiking, and playing year-round tennis and golf in the California sunshine.
AREAS OF FOCUS
- Estate and Trust Management
- Investment Portfolio Performance
- Asset Management
- Fiduciary Relationship Management
- Risk Mitigation
- Liability Management
- Qualitative Analysis
- Strategic Finance and Allocation
- Financial Reporting and Accounting
- Legal Collaboration
- Contract Negotiation
- Project Management
- Financial Planning
- Retirement Planning
- Mergers/Acquisitions
- Staff Management/Training
LICENSURE
-- Certified Financial Planner (Pending)
-- FINRA Series 7, 63 License
-- CA Insurance Sales License
-- CA Real Estate Broker License
COMMUNITY INVOLVEMENT
Professional BusinessWomen of California
Advisory Board Member
- Established and maintained local C-level relationships to foster community networking.
- Selected to review applications for scholarship selection and assist with committee processes.
American Cancer Society
Event Chair
- Exceeded fundraising goals for Research Breakfast, August 2011.