Michael Crick
AeroLeads people directory · profile

Michael Crick Email & Phone Number

Operations Manager at Compass Rose Financial Planning, Inc. at Compass Rose Financial Planning & Investment Management
Location: Palm Springs, California, United States 7 work roles 1 school
2 work emails found @compassrosefp.com 2 phones found area 760 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email m****@compassrosefp.com
Direct phone (760) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Operations Manager at Compass Rose Financial Planning, Inc.
Location
Palm Springs, California, United States
Company size

Who is Michael Crick? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Michael Crick is listed as Operations Manager at Compass Rose Financial Planning, Inc. at Compass Rose Financial Planning & Investment Management, a with 3 employees, based in Palm Springs, California, United States. AeroLeads shows a work email signal at compassrosefp.com, phone signal with area code 760, and a matched LinkedIn profile for Michael Crick.

Michael Crick previously worked as Operations Manager at Compass Rose Financial Planning & Investment Management and Grant Writer (Contracted Part-time) at Golden Rainbow Senior Center - Sage. Michael Crick holds Associate Of Arts, Art from Mission College, Santa Clara, Ca.

Company email context

Email format at Compass Rose Financial Planning & Investment Management

This section adds company-level context without repeating Michael Crick's masked contact details.

{first}.{last}@compassrosefp.com
92% confidence

AeroLeads found 2 current-domain work email signals for Michael Crick. Compare company email patterns before reaching out.

Profile bio

About Michael Crick

PROFILE:Highly motivated ADMINISTRATIVE PROFESSIONAL with advanced technical skills and over 20 years successfully supporting executive staff. Ability to excel in fast-paced and changing environments, while successfully organizing staff and carrying out complex tasks. Demonstrated expertise in diverse areas including project management, scheduling, grant writing and customer service.CURRENT OBJECTIVES:Now that our business has become incorporated as Compass Rose Financial Planning, Inc., my role is to continue to manage and ensure this firm's position as being Coachella Valley's quintessential Fee-Only Financial Planning practice and Fiduciary for our investors, while maintaining the lowest fee of any Certified Financial Planner in this location.SKILLS & EXPERTISE:Managing employees and interns, customer relations, data entry, database administration, grant writing, materials management, meeting facilitation, day-to-day operations, Advyzon Customer Relationship Management (CRM) Database, MoneyGuidePro and NetDocuments. Staying current with Apple and Microsoft Operating Systems and software, which includes the following: Microsoft Word, Excel and Powerpoint.

Listed skills include Training, Customer Service, Project Management, Budgets, and 12 others.

Current workplace

Michael Crick's current company

Company context helps verify the profile and gives searchers a useful next step.

Compass Rose Financial Planning & Investment Management
Compass Rose Financial Planning & Investment Management
Operations Manager at Compass Rose Financial Planning, Inc.
palm springs, california, united states
Employees
3
AeroLeads page
7 roles

Michael Crick work experience

A career timeline built from the work history available for this profile.

Operations Manager

Current

333 N. Palm Canyon Drive, Suite 112-A, Palm Springs, Ca 92262

Schedule and manage client meetings, transcribe meeting minutes, answer phones, conduct travel arrangements, sort mail, perform data entry, maintain and scan client files and business related documents.Oversee website content, advertisements, fliers and prospective client materials for our Flex Folder.Responsible for vendor selection and management of vendor accounts, including subscription renewals.Managing and instructing interns and employees on day-to-day operations.

Mar 2007 - Present

Grant Writer (Contracted Part-Time)

Golden Rainbow Senior Center - Sage

Palm Springs, Ca 92264

Partnered with Executive Director to develop and submit corporate and government grant proposals.

Jun 2008 - Sep 2009

Assistant Editor (Volunteer)

Golden Rainbow Senior Center - Sage

Palm Springs, Ca 92264

Assisted with the creation of monthly newsletter.Created a unique poster to publicize bingo event which was selected as storefront window advertisement and published in volume 14, issue 9 of the Desert Daily Guide.

Jun 2008 - Sep 2009

Art Committee Gallery Assistant (Volunteer)

Desert Pride Community Center

Palm Springs, Ca 92264

Assisted with prep work of gallery walls, as well as the installation and removal of artwork.

Nov 2007 - Apr 2008

Senior Administrative Assistant (Legaltech Group)

Santa Clara, Ca 95054

Resolved an annual average of 600 departmental support requests, including equipment purchase and installation, LexisNexis user account support, conference room scheduling, as well as trainings conducted by Legal Departmental personnel, who in addition, requested assistance with conference room support.Created and maintained an expense spreadsheet, monitoring monthly and quarterly expenses that assisted my direct management with identifying and targeting my group's yearly budget and projected budget, in excess of $750K.Assisted technicians with completion of their continued training education, and acquisition of server upgrades and network equipment; partnered with the Intel Purchasing Department to find alternate and approved suppliers capable of providing best prices and reliable delivery of goods and services.Scheduled and facilitated over 10 LexisNexis trainings annually and served as liaison with LexisNexis to secure new user accounts and resolve user account issues.Administered the transition of over 115 new hires for the Legal Department, during the course of 6 years, ensuring each employee had network and e-mail accounts, access rights, computer resources and office accommodations.

Jul 2001 - Mar 2007

Patent Database Specialist

Santa Clara, Ca 95054

Served as a primary contact to five contracted law firms for the Patent Disclosure ProgramAccurately and efficiently assigned and distributed Invention Disclosures, based upon their relevant technologies, to Intel Patent Attorneys and assigned Patent Attorneys working within the contracted law firms.Performed data entry, generated reports and played a key role with a critical, high-profile project of converting paper records (Patent Disclosures) to be incorporated into an automated electronic database system, and brought in-house, in order to drastically reduce overhead costs and improve efficiency.

Oct 1998 - Jun 2001

Administrative Assistant

Santa Clara, Ca 95054

Received, processed and shelved library materials which included books, CD-ROMs, video cassettes and audio tapes.Processed and distributed material requests from the Intel Library Central Collections.Utilized BASIS to maintain and update Intranet Intel Dictionary database.

Apr 1996 - Oct 1998
1 education record

Michael Crick education

  • Mission College, Santa Clara, Ca
    Mission College, Santa Clara, Ca
    Art
FAQ

Frequently asked questions about Michael Crick

Quick answers generated from the profile data available on this page.

What company does Michael Crick work for?

Michael Crick works for Compass Rose Financial Planning & Investment Management.

What is Michael Crick's role at Compass Rose Financial Planning & Investment Management?

Michael Crick is listed as Operations Manager at Compass Rose Financial Planning, Inc. at Compass Rose Financial Planning & Investment Management.

What is Michael Crick's email address?

AeroLeads has found 2 work email signals at @compassrosefp.com for Michael Crick at Compass Rose Financial Planning & Investment Management.

What is Michael Crick's phone number?

AeroLeads has found 2 phone signal(s) with area code 760 for Michael Crick at Compass Rose Financial Planning & Investment Management.

Where is Michael Crick based?

Michael Crick is based in Palm Springs, California, United States while working with Compass Rose Financial Planning & Investment Management.

What companies has Michael Crick worked for?

Michael Crick has worked for Compass Rose Financial Planning & Investment Management, Golden Rainbow Senior Center - Sage, Desert Pride Community Center, Intel Legal Department, and Intel Library (Central Distribution Center).

Who are Michael Crick's colleagues at Compass Rose Financial Planning & Investment Management?

Michael Crick's colleagues at Compass Rose Financial Planning & Investment Management include David Warner.

How can I contact Michael Crick?

You can use AeroLeads to view verified contact signals for Michael Crick at Compass Rose Financial Planning & Investment Management, including work email, phone, and LinkedIn data when available.

What schools did Michael Crick attend?

Michael Crick holds Associate Of Arts, Art from Mission College, Santa Clara, Ca.

What skills is Michael Crick known for?

Michael Crick is listed with skills including Training, Customer Service, Project Management, Budgets, Advertising, Newsletters, Powerpoint, and See Summary.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Michael Crick you were looking for.

View similar profiles