PlanMember
Michelle C. has over 20 years of work experience in various roles and industries. Michelle is currently working as a VP / Controller at PlanMember Financial Corporation since October 2022. Prior to this, they worked at Ernst & Young as an Assurance Contractor: Manager from January 2022 to March 2022. From July 2021 to October 2021, they worked as a North America Controller - Contractor at QAD. Michelle also has experience at PwC as an Assurance Manager from September 2013 to June 2020. Michelle has worked in different positions such as Senior Staff Accountant at Magellan's International Travel Corp from November 2008 to May 2012, and as a Senior Relationship Manager at LEAF Financial Corporation from June 2007 to September 2008. Michelle has a background in accounting and marketing, having worked as an Accounting Specialist / Senior Relationship Manager at Pacific Capital Bancorp from January 2003 to June 2007, and as a Marketing Consultant - Business Owner at McM Marketing from July 2001 to December 2002. Michelle also served as a Maketing Director at Monty & Pat Roberts, Inc. from October 2000 to July 2001.
Michelle C. attended UC Santa Barbara from 2009 to 2013, where they obtained a Bachelor of Arts (BA) degree in Economics and Accounting. Michelle also holds a certification as a Certified Public Accountant from an institution with ID number 8450.
PlanMember
PlanMember Financial Corporation’s wholly owned subsidiary, PlanMember Securities Corporation, is a Top 40 Broker Dealer and top 300 RIA with 8 Billion in assets under management. The Company has 40 Financial Centers in 38 states and over 500 advisors. The firm’s offices and operations are based in Carpinteria, CA.