Michelle Fischer
Director of Strategic Communications & HR at Covenant Wealth Strategies- Claim this Profile
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English Full professional proficiency
Topline Score
Bio
Credentials
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Series 63
FINRADec, 2021- Nov, 2024 -
Series 6
FINRAAug, 2021- Nov, 2024 -
Securities Industry Essential Exam
FINRADec, 2020- Nov, 2024 -
Microsoft Expert Excel
CertiportJan, 2014- Nov, 2024 -
Microsoft Excel Specialist
CertiportJun, 2013- Nov, 2024
Experience
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Covenant Wealth Strategies
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United States
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Financial Services
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1 - 100 Employee
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Director of Strategic Communications & HR
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Mar 2018 - Present
Would your financial advisor be one of your first five phone calls when there is a change in your life – both good and bad? Have you thought about how you will respond to planned or unplanned changes? Our goal at Covenant Wealth Strategies is be on your First Five™ list because we care and because there is always a financial implication. We take a focused and tailored approach to our comprehensive financial planning process that involves understanding your unique financial objectives and designing a strategy that strives to build and preserve your wealth over the course of your lifetime and events. We work diligently for our clients to earn the opportunity to be a First Five™ phone call. We understand that this position is sustained through exceptional service. We consider it a privilege and honor to be a First Five™. Partnering with you allows us to live our purpose-driven mission and to act as a catalyst for your future. Email me at michelle@covenantwealthstrategies.com or call at 302.234.5655 to learn more! Mission: The team at Covenant Wealth Strategies is a catalyst; striving to build financial security, see dreams fulfilled, and create enduring legacies. Core Values: - Integrity - Excellence - Empathy - Wisdom Value Proposition: Our goal at Covenant Wealth Strategies is to be your trusted advisor by offering professional knowledge, integrity and personalized service. We are committed to building and maintaining a long-term relationship with you. Services: Financial planning, investment management, retirement planning, estate planning, tax strategies, risk management, saving on and for college etc.
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The Siegfried Group
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United States
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Accounting
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700 & Above Employee
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Sr. Recruiting Associate
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Apr 2012 - Feb 2018
Many of the nation’s largest corporations call upon Siegfried Group professionals to help tackle critically important financial and accounting projects. If you have unique capabilities, passion for your work and a steadfast commitment to the enthusiastic pursuit of excellence, contact me to learn more! Responsibilities: Led LinkedIn training sessions to support recruiting efforts. Generated story ideas and wrote internal and external communications Assisted the National Market Leadership and National Recruiting Teams to achieve successful application and execution of the Firm’s Recruiting strategies/processes Compiled detailed reports with significant statistics to corporate Assisted with coordination and event scheduling
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Placers Professional, a division of Placers
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United States
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Staffing and Recruiting
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1 - 100 Employee
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Recruitment Program Coordinator
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Sep 2011 - Apr 2012
Provided recruiting support to meet goals and objectives Arranged travel plans and creates itineraries to assist the client Developed business leads for the CBI Group Assisted with marketing objectives and ideas to promote internal communications at the CBI Group Fostered creative thinking in a team environment Provided recruiting support to meet goals and objectives Arranged travel plans and creates itineraries to assist the client Developed business leads for the CBI Group Assisted with marketing objectives and ideas to promote internal communications at the CBI Group Fostered creative thinking in a team environment
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World Trade Center Delaware
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United States
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International Trade and Development
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1 - 100 Employee
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Assistant Program Coordinator-Volunteer
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Jul 2011 - Sep 2011
Trained and supervises fellow co-workers by using leadership abilities Obtained guest speakers for conferences and roundtable discussions Promoted special events through social media tactics Researched and contacts consulates to partner in business Trained and supervises fellow co-workers by using leadership abilities Obtained guest speakers for conferences and roundtable discussions Promoted special events through social media tactics Researched and contacts consulates to partner in business
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Kforce Inc
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Account Manager
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Nov 2010 - Apr 2011
Recruited talented individuals from the finance and accounting industry Established long-lasting and relationships built on mutual trust and respect Interviewed candidates to assess skills and qualifications to match in an appropriate position Analyzed client expectations against candidate's skills Acted as a liason between clients and candidates to ensure quality Placed qualifying talent in respected roles Recruited talented individuals from the finance and accounting industry Established long-lasting and relationships built on mutual trust and respect Interviewed candidates to assess skills and qualifications to match in an appropriate position Analyzed client expectations against candidate's skills Acted as a liason between clients and candidates to ensure quality Placed qualifying talent in respected roles
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Publishing Specialist
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Jun 2007 - Jul 2010
Publishing Specialist, WIL Research Laboratories, LLC, Ashland, Ohio May 2007 to July 2010 Prepared, edited, and published research reports for submission to the FDA and EPA under strict deadline requirements Monitored progression of multiple studies from initiation to completion with database software Collaborated with internal departments and directors to meet the needs of clients and the company Designed and built internal websites for multiple departments within the company to facilitate effective communication Mentored and trained new employees by creating a valuable training system
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Education
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2003 - 2007
Ashland University
Communications, Media Productions and Music Performance -
Ashland High School
Community
