Michele Huckfeldt

Michele Huckfeldt Email and Phone Number

Client Services Coordinator at Citrus Wealth Management @ Citrus Wealth Management
redlands, california, united states
Michele Huckfeldt's Location
Redlands, California, United States, United States
Michele Huckfeldt's Contact Details

Michele Huckfeldt work email

Michele Huckfeldt personal email

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About Michele Huckfeldt

Michele's been working in client support services for seventeen years, so she knows her stuff. As Citrus Wealth Management's client services coordinator, she handles all necessary paperwork to ensure client experiences at CWM operate seamlessly. Her skills include data management, and prompt and cordial client communication. For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.

Michele Huckfeldt's Current Company Details
Citrus Wealth Management

Citrus Wealth Management

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Client Services Coordinator at Citrus Wealth Management
redlands, california, united states
Website:
citruswm.com
Employees:
3
Michele Huckfeldt Work Experience Details
  • Citrus Wealth Management
    Cwm Client Services Coordinator
    Citrus Wealth Management Jan 2018 - Present
    Redlands, California
    Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Citrus Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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Michele Huckfeldt Skills

Data Entry Client Relations Communication Data Management Client Relationships Strengthening

Frequently Asked Questions about Michele Huckfeldt

What company does Michele Huckfeldt work for?

Michele Huckfeldt works for Citrus Wealth Management

What is Michele Huckfeldt's role at the current company?

Michele Huckfeldt's current role is Client Services Coordinator at Citrus Wealth Management.

What is Michele Huckfeldt's email address?

Michele Huckfeldt's email address is mi****@****swm.com

What skills is Michele Huckfeldt known for?

Michele Huckfeldt has skills like Data Entry, Client Relations, Communication, Data Management, Client Relationships Strengthening.

Who are Michele Huckfeldt's colleagues?

Michele Huckfeldt's colleagues are Kelly Shira, Will Yeager, Blaine Shira.

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