Broker Check
Michele Marchese

Michele Marchese

Administrative Assistant

  • Responsible for processing and the follow through of new business.
  • Point person for all client inquires.
  • In charge of all administrative issues pertaining to the practice.
  • Manages the business calendar and appointments.
  • Manages all software related to the practice including the CRM
  • Monitors incoming correspondence.
  • Coordinates with the home office and custodian all distributions and transfers.
  • Mother of 3 Adult Children