Michelle Smith has extensive work experience in the financial industry. Michelle started their career at Allied Life Insurance as an Administrator from 1988 to 1994. In 1997, they joined Bankers Trust as an AVP & Assistant Manager in Trust Operations, a role they held until 2012. From 2012 to 2017, Michelle served as the Vice President - Middle Office Manager at Bankers Trust. Michelle then transitioned to the role of Vice President - Wealth Management Support Services Manager (CSOP) from 2017 to 2019. Michelle's most recent positions at Bankers Trust include VP Wealth Management Business Support & Process Improvement Manager from 2019 to 2020, VP Wealth Management Business Solutions and Client Services Manager from 2019 to 2021, and currently, they are the Vice President of Wealth Management Business Solutions and Tax Manager from September 2021.
Michelle Smith obtained the Certified Securities Operations Professional (CSOP) certification in May 2010 from The Institute of Certified Bankers. There is no information provided about their formal education history, such as start and end years or any specific degree obtained.
September, 2021 - present
January, 2019
2017
2012
September, 1997