Director, Advisor Practice Management
Current
The Maidman Group
Apr 2024 - Present
AeroLeads people directory · profile
Michelle Gorrell, Cfa Email & Phone Number
Director, Advisor Practice Management
at
The Maidman Group
1 work email found
@firstrepublic.com
4 phones found area 510 and 212
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
The Maidman Group
Role
Director, Advisor Practice Management
Location
San Francisco, California, United States
Who is Michelle Gorrell, Cfa? Overview
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Quick answer
Michelle Gorrell, Cfa is listed as Director, Advisor Practice Management at The Maidman Group, based in San Francisco, California, United States. AeroLeads shows a work email signal at firstrepublic.com, phone signal with area code 510, 212, and a matched LinkedIn profile for Michelle Gorrell, Cfa.
Michelle Gorrell, Cfa previously worked as Vice President, Business Specialist at J.P. Morgan and Director, Business Practice Manager at First Republic Private Wealth Management. Michelle Gorrell, Cfa holds Finance And Marketing, Minor In Economics from Chapman University.
Company email context
Email format at The Maidman Group
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*@firstrepublic.com
68% confidence
AeroLeads found 1 current-domain work email signal for Michelle Gorrell, Cfa. Compare company email patterns before reaching out.
Profile bio
About Michelle Gorrell, Cfa
Michelle Gorrell, Cfa is a Director, Advisor Practice Management at The Maidman Group. She possess expertise in microsoft excel, mysql, microsoft powerpoint. Colleagues describe her as "I have had the pleasure to work with Michelle at Bernstein the past 4+ years. Michelle has provided me with incredible support. Not only has she mastered the skill-set of her position, but she has been a great business partner to me and provided great insights in some very complex situations, often times, in areas outside of her normal role. I’ve also watch her develop into a strong manager, helping other associates on her team develop. I’ve been impressed on how she has been able to balance her workload and meeting deadlines while giving guidance and providing training to her team. She is very talented and very driven.", "I have worked with Michelle very closely for over 4 years. Recommend her highly because of her: - Ability to handle multiple large, complex tasks efficiently and accurately; - Relentless work ethic and willingness to do whatever it takes to get the job done; - Ability to work through ambiguous tasks, takes initiative, is resourceful and good at problem-solving; - Strong communications and interpersonal skills - good at building trust with clients an co-workers - Ability to multi-task and handle heavy workload with time-sensitive tasks; She also have management experience (responsible for training & developing 5 associates) and has completed the CFA program.", and "Michelle's focus, intellect, and consistently over-goal performance combined with her results-oriented personality make her a very unique and valuable team member. Any firm that has a high performance, collaborative culture will greatly benefit from Michelle's "whatever it takes" work ethic and desire to over-achieve. I would highly recommend her for any market or customer facing role."
Listed skills include Microsoft Excel, Mysql, and Microsoft Powerpoint.
Current workplace
Michelle Gorrell, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
The Maidman Group
12 roles · 15 years
Michelle Gorrell, Cfa work experience
A career timeline built from the work history available for this profile.
Vice President, Business Specialist
Jun 2023 - Apr 2024
Director, Business Practice Manager
Jan 2022 - Jun 2023
Associate Director, Wealth Management Team Specialist
Jul 2021 - Jan 2022
Business Enablement And Strategy Lead
- On a three-person task force partnering directly with the executive team to design and implement a company-wide growth plan, define strategic and operational priorities, and develop creative solutions to business.
- Analyze quantitative and qualitative data to uncover key drivers and trends, define KPIs, and design reporting for executives and sales teams to track progress to goals; frequent use of SQL and Excel
- Collaborate with cross-functional leaders to ensure business-wide alignment of goals and create a more integrated organization between the two core business units - investments and banking
- Project manager and strategic advisor for a variety of short and long-term cross-functional initiatives
Feb 2019 - Jun 2021
Associate Officer, Senior Managing Associate
- Responsible for $2.6 billion of investments for Bay Area C-level professionals, foundations, and businesses
- Developed business operations structure to ensure accurate and timely completion of transfers, securities trades, financial analysis, and all other requests from over 250 clients, involving millions of dollars daily
- Refined the sales strategy for new products, identified revenue growth opportunities from existing clients, and created pitchbooks with complex ideas presented in a concise and compelling way
- Built wealth forecasting models to evaluate the sale of a company, assess risk, or inform investment strategy
- Frequent collaboration with stakeholders, external specialists, clients, and cross-functional internal teams
- Hired, managed, and empowered a team of five Associates and was a partner to four Financial Advisors
Mar 2017 - Jan 2019
Senior Associate
Nov 2016 - Mar 2017
Associate
Jun 2014 - Nov 2016
Business Development And Strategy (Saas)
- Led outbound business development team, analyzed go-to-market strategies, and streamlined sales process
- Self-sourced new enterprise business which generated over $2.6 million of annual revenue
2013 - 2014
~1 yr
Chapman University Fund Portfolio Manager
- Individually responsible for stock valuation and selection of information technology securities within a $1.7 million portfolio
- Conducted extensive data research and analysis on Bloomberg terminals and Excel
2013 - 2013
Real Estate Operations Analyst
- Developed a business strategy which increased sales leads by 300% and new website users by 2,000 individuals per month
- Managed transactions, deal compliance, and prospect tracking
- Analyzed profit returns and risk for new areas of business and marketing opportunities
2012 - 2012
Mergers And Acquisitions/Debt Advisory
- Evaluated companies for acquisition, joint ventures, and LBOs by analyzing price multiples, EBITDA, and free cash flow
- Valued portfolios of distressed debt, real estate properties, and student loans
2011 - 2011
1 education record
Michelle Gorrell, Cfa education
-
Chapman University
FAQ
Frequently asked questions about Michelle Gorrell, Cfa
Quick answers generated from the profile data available on this page.
What company does Michelle Gorrell, Cfa work for?
Michelle Gorrell, Cfa works for The Maidman Group.
What is Michelle Gorrell, Cfa's role at The Maidman Group?
Michelle Gorrell, Cfa is listed as Director, Advisor Practice Management at The Maidman Group.
What is Michelle Gorrell, Cfa's email address?
AeroLeads has found 1 work email signal at @firstrepublic.com for Michelle Gorrell, Cfa at The Maidman Group.
What is Michelle Gorrell, Cfa's phone number?
AeroLeads has found 4 phone signal(s) with area code 510, 212 for Michelle Gorrell, Cfa at The Maidman Group.
Where is Michelle Gorrell, Cfa based?
Michelle Gorrell, Cfa is based in San Francisco, California, United States while working with The Maidman Group.
What companies has Michelle Gorrell, Cfa worked for?
Michelle Gorrell, Cfa has worked for The Maidman Group, J.P. Morgan, First Republic Private Wealth Management, Bernstein Private Wealth Management, and Peoplematter.
How can I contact Michelle Gorrell, Cfa?
You can use AeroLeads to view verified contact signals for Michelle Gorrell, Cfa at The Maidman Group, including work email, phone, and LinkedIn data when available.
What schools did Michelle Gorrell, Cfa attend?
Michelle Gorrell, Cfa holds Finance And Marketing, Minor In Economics from Chapman University.
What skills is Michelle Gorrell, Cfa known for?
Michelle Gorrell, Cfa is listed with skills including Microsoft Excel, Mysql, and Microsoft Powerpoint.
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