Michelle Shirm Email & Phone Number

Areas of Interest: Analyzing Business Opportunities, Helping Businesses Implement Technology/Social Media Solutions, Research & Development, Current Business Trends, Organizational Planning, Creative Marketing, Pilot StudiesStrengths and core competencies include: Client Service, Client Retention, Communication Coordination, Cold Calling, Analytical Predisposition, Visualization of Outcome, Ethical and Compliant, Listening Technique, Interviewing Skills, Relationship Building, Detail Oriented, Self-Driven, Sales Life Cycle, CRM Software, Current Business Trends, Organizational Planning, Creative Marketing Solutions, Creative Problem SolvingAs the assistant to the Managing Partner and CFP at Cornerstone, I was the public voice of the small company and ultimately responsible for making all new client appointments, solving any immediate client dilemmas, and ensuring that customer service was nothing less than the best. In addition, I monitored the company website, participated in new software training sessions offered by our broker dealer, and educated our team as needed on the new software.  I was also responsible for choosing financial articles to post on the company Facebook account and working with the head of Social Media at our Broker-Dealer headquarters. I regularly convened with the managing partner to develop strategies for penetrating new markets and reaching new clients. Additional:I enjoy writing, reading and the visual arts—specifically photography and design.  I am a freelance photographer on the side and I am continue to seek out opportunities to learn new skills and challenge myself intellectually!

Listed skills include Email Marketing Software, Executive Level Administration, Setting Appointments, Fixed Annuities, and 16 others.