Michelle Perron, Cfp® Email and Phone Number
Michelle Perron, Cfp® work email
- Valid
Michelle Perron, Cfp® personal email
Michelle Perron is responsible for recruitment, marketing, agent training, and sales support and fulfillment at CPS Rohrer & Associates; a full-service multi-carrier independent brokerage agency (BGA) focused on marketing Life, Long Term Care, Disability Income Insurance and Annuity products. Michelle assists savvy financial professionals, identify, evaluate, and implement the best strategies to promote financial security and control wealth. Michelle has a strong spirit to build and develop relationships, while helping people realize their goals by sharing knowledge.Michelle has conducted Continuing Education (CE) for local NAIFA organizations as well as provided training to the Minnesota Society of Certified Public Accountants (MNCPA). Before joining CPS Rohrer & Associates, Michelle was a Business Development Officer at two mid-sized Certified Public Accounting (CPA) firms. Her disciplined marketing and sales approach helped firms create strategic roadmaps to achieve long-term revenue growth as well as focus on short-term tactical opportunities. She relies on her experience working in the legal, accounting, and health insurance industries to help bring trusted advisers together.
Rohrer & Associates, An Accretive Company
View- Website:
- rbrokers.com
- Employees:
- 10
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Business Development DirectorRohrer & Associates, An Accretive CompanySaint Paul, Mn, Us
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Business Development DirectorRohrer & Associates Jun 2011 - PresentGreater Minneapolis-St. Paul AreaMichelle is a CFP® and Business Development Director at Rohrer and Associates. Specializing in life insurance and annuity solutions, she excels in advanced planning, assisting professionals and businesses in identifying, analyzing, and implementing optimal strategies for resilience and security. Michelle's approach simplifies complex processes into actionable plans, ensuring clients achieve their objectives effectively and efficiently. -
Director Of Business DevelopmentFroehling Anderson Feb 2007 - Aug 2009Generated new business relationships and increased tax, audit, and accounting service revenues for a full-service Certified Public Accounting firm (CPA). Developed specific marketing niches for the manufacturing, real estate, construction and printing industries.
Michelle Perron, Cfp® Education Details
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Marketing/Marketing Management, General -
Mini Masters Of Financial Management
Frequently Asked Questions about Michelle Perron, Cfp®
What company does Michelle Perron, Cfp® work for?
Michelle Perron, Cfp® works for Rohrer & Associates, An Accretive Company
What is Michelle Perron, Cfp®'s role at the current company?
Michelle Perron, Cfp®'s current role is Business Development Director.
What is Michelle Perron, Cfp®'s email address?
Michelle Perron, Cfp®'s email address is mi****@****ers.com
What schools did Michelle Perron, Cfp® attend?
Michelle Perron, Cfp® attended St. Cloud State University - Herberger Business School, University Of Saint Thomas.
Who are Michelle Perron, Cfp®'s colleagues?
Michelle Perron, Cfp®'s colleagues are Corey Proctor, Angela Yarrington.
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