Client Relations Manager
Current
Monteith Wealth, Llc.
Jun 2020 - Present
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Michelle Mcdowell Email & Phone Number
Client Relations Manager at Monteith Wealth, LLC.
at
Monteith Wealth, LLC.
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✓ Verified Jun 2026
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Current company
Monteith Wealth, LLC.
Role
Client Relations Manager at Monteith Wealth, LLC.
Location
Bozeman, Montana, United States
Who is Michelle Mcdowell? Overview
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Quick answer
Michelle Mcdowell is listed as Client Relations Manager at Monteith Wealth, LLC. at Monteith Wealth, LLC., based in Bozeman, Montana, United States. AeroLeads shows a matched LinkedIn profile for Michelle Mcdowell.
Michelle Mcdowell previously worked as Client Relations Manager at Monteith Wealth, Llc. and Account Specialist at Fa Bean Counters. Michelle Mcdowell holds Master Of Professional Accountancy, Accounting - Graduate Level from Montana State University-Bozeman.
Profile bio
About Michelle Mcdowell
Experienced Client Relations Manager, Office Manager and Bookkeeper with a demonstrated history of working in the insurance, accounting, and construction industry. Skilled in Microsoft Software, Quick-books, Payroll Processing, Customer Relationship Management, Leadership, Health Insurance, and Accounting. Strong administrative professional with a Master of Professional Accountancy from Montana State University-Bozeman.
Listed skills include Staff Supervision, Supervisory Skills, Health Insurance, Employee Benefits, and 19 others.
Current workplace
Michelle Mcdowell's current company
Company context helps verify the profile and gives searchers a useful next step.
Monteith Wealth, Llc.
6 roles
Michelle Mcdowell work experience
A career timeline built from the work history available for this profile.
Account Specialist
I worked with Financial Advisors across the United States. These are amazingly talented individuals and all have unique backgrounds. By helping them keep their bookkeeping records in order they have the information they need to manage their businesses. And I got to work with all around great people.
Aug 2019 - Jun 2020
Office Manager
T&D Masonry, Inc.
Aug 2011 - Jun 2020
Accountant
Aug 2018 - Jan 2019
Senior Tax Intern
Amatics Cpa Group
Jan 2016 - Apr 2016
Health Insurance Renewal Specialist
Southwesterrn Montana Financial Center
Responsible for 95% of group health and ancillary benefit insurance renewals. Markets to prospective clients and work with major insurance carriers in the state of Montana to obtain insurance quotesPrepares proposal of insurance benefits to include, Health, Dental, Vision, Group Term Life, Voluntary Term Life, Short Term Disability, and Long Term.
Jul 2010 - Dec 2013
5 education records
Michelle Mcdowell education
Master Of Professional Accountancy, Accounting - Graduate Level
Undergraduate, Accounting, Graduated With Highest Honors
Montana State University College Of Business
Minor, Finance
Accounting
Msu Billing Online
Bachelor'S Of Health Promotion, Worksite Health Promotion
FAQ
Frequently asked questions about Michelle Mcdowell
Quick answers generated from the profile data available on this page.
What company does Michelle Mcdowell work for?
Michelle Mcdowell works for Monteith Wealth, LLC..
What is Michelle Mcdowell's role at Monteith Wealth, LLC.?
Michelle Mcdowell is listed as Client Relations Manager at Monteith Wealth, LLC. at Monteith Wealth, LLC..
Where is Michelle Mcdowell based?
Michelle Mcdowell is based in Bozeman, Montana, United States while working with Monteith Wealth, LLC..
What companies has Michelle Mcdowell worked for?
Michelle Mcdowell has worked for Monteith Wealth, Llc., Fa Bean Counters, T&D Masonry, Inc., Hubley Phillips & Williams, Pllp, and Amatics Cpa Group.
How can I contact Michelle Mcdowell?
You can use AeroLeads to view verified contact signals for Michelle Mcdowell at Monteith Wealth, LLC., including work email, phone, and LinkedIn data when available.
What schools did Michelle Mcdowell attend?
Michelle Mcdowell holds Master Of Professional Accountancy, Accounting - Graduate Level from Montana State University-Bozeman.
What skills is Michelle Mcdowell known for?
Michelle Mcdowell is listed with skills including Staff Supervision, Supervisory Skills, Health Insurance, Employee Benefits, Voluntary Employee Benefits, Microsoft Excel, Outlook, and Powerpoint.
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