Michele Garcia

Michele Garcia has extensive work experience in various roles within the financial industry. Michele most recently worked as an Executive Assistant to the Chief Executive Officer at InvestorFlow starting in May 2023. Prior to that, they worked as a Senior Sales Associate at Comerica Securities from August 2018 to March 2023. Before that, Michele worked as a Private Client Banker at JPMorgan Chase Bank, N.A. from May 2017 to July 2018. Michele also held the position of Sr. Associate/Business Development at Stifel Financial Corp. from September 2016 to February 2017. Additionally, Michele has experience in marketing and business development at Ryan Associates General Contractors from January 2016 to August 2016. Michele worked as a Sr. Associate/Team Lead at UBS Wealth Management from February 2015 to June 2015. Michele also served as the Director of Business Development at PR Newswire/Vintage from January 2014 to August 2014. Before that, they worked as a Sr. Associate/Executive Assistant at J.P. Morgan Securities from January 2009 to December 2013. Michele also gained experience as a Sr. Associate/Executive Assistant at Credit Suisse Securities from March 2001 to January 2009. Michele started their career as a Foundation member at Credit Suisse Foundation.

Michele Garcia attended Napa Valley College, but the dates of enrollment and the degree program are not specified. Additionally, Michele Garcia has obtained several certifications including NMLS from the Nationwide Multistate Licensing System in June 2017, Series 63 from the Financial Industry Regulatory Authority (FINRA) in July 2002, Series 7 (General Securities Representative) from FINRA in March 2002, and Resident insurance producer from the California Department of Insurance in July 2017. Michele Garcia's enrollment in the Series 66 certification program is mentioned, but the specific month and year of obtaining it are not provided.