Michelle heads up our operations and marketing at Temple Row Wealth Management.
With a variety of tasks and responsibilities each day, Michelle is dedicated to leveraging processes, technology, and systems to deliver personalised and accurate services tailored to each client’s individual needs.
Michelle heads up our operations and marketing at Temple Row Wealth Management.
With a variety of tasks and responsibilities each day, Michelle is dedicated to leveraging processes, technology, and systems to deliver personalised and accurate services tailored to each client’s individual needs.
Michelle has a strong interest in statistics and data, frequently analysing reports on platform performance and assessing the cost-effectiveness of various channels. Her passion for research and creativity is evident in her approach to developing client communications and news briefings where she combines analytical insights with her artistic talents as a professional harpist.
She is driven by the belief that understanding the emotional core of decisions and dreams, and creating a systematic plan to achieve those goals, is a powerful approach to wealth management.
Although Michelle’s background is in healthcare marketing and high-tech PR rather than financial services, her passion for helping others and her systematic understanding of business operations make her role in operations and marketing a natural, and fulfilling, fit.