Michelle Walsh

Registered Assistant to Brent Fuchs at Heritage Financial Consultants LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Wilmington, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Registered Assistant to Brent Fuchs
      • Jan 2020 - Present

      Wilmington, Delaware, United States Michelle Walsh is a registered representative and supports Brent Fuchs who is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Heritage Financial Consultants, LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-3571236-042921

    • Registered Assistant to Ken Rudzinski
      • Aug 2016 - Present

    • Planner Assistant
      • Apr 2016 - Aug 2016

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Executive Assistant
      • Mar 2014 - Feb 2016

      New Castle -Processes account receivable/collections and manages customer accounts. Responsible for reconciliation, generation of financial reports, and creating preliminary event budgets for Executive. Thorough understanding of Profit & Loss Statement and factors affecting the financial health of the Association. Designs and distributes marketing material. Communicates with various committees to ensure requirements are met and will satisfy membership needs.

    • United States
    • Restaurants
    • 1 - 100 Employee
    • Admin
      • Nov 2014 - 2016

      Pike Creek Delaware

    • Server
      • Mar 2011 - Nov 2014

      Pike Creek, Delaware Displays leadership through training new employees, collaborating with staff to ensure order accuracy, and anticipating customer needs. Experienced at providing excellent customer service, and demonstrates strong time management skills. Duties include receiving and prioritizing customer orders, completing cash reconciliation and generating sales.

    • Assistant Property Manager
      • Nov 2014 - 2015

      Wilmington, Delaware Managed communication with residents, Maintained accurate records of current leases, Updated MLS listings according to current status, Runs/Review Screening Reports on potential residents, Facilitated dispute resolution between all parties involved, and Ensures Compliance with the Delaware Landlord/Tenant Code at all times.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Independent Representative Trainee
      • Oct 2013 - Dec 2013

      Wilmington, Delaware

Education

  • Wilmington University
    Bachelor's degree, Finance
    2010 - 2013

Community

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