1. 2105 Pagel Ave. Lincoln Park, Michigan, 48146 313-516-9053 m_belles@yahoo.com
Michelle Kaufman
2105 Pagel Ave.
Lincoln Park, Michigan, 48146
313-516-9053
m_belles@yahoo.com
W O R K E X P E R I E N C E
MERRILL LYNCH, Wyandotte, MI
Senior Registered Client Associate, Nov 2000 – May 2016
Sell financial products such as stocks, bonds and mutual funds.
Build and maintain client bases, keeping current client plans up-to-date and recruiting new
clients on an ongoing basis.
Analyze financial information obtained from clients to determine strategies for meeting clients'
financial objectives.
Review clients' accounts and plans regularly to determine whether life changes, economic
changes, or financial performance indicate a need for plan reassessment.
Recommend strategies clients can use to achieve their financial goals and objectives, including
specific recommendations in such areas as cash management, insurance coverage, and
investment planning.
Prepare or interpret for clients information such as investment performance reports, financial
document summaries, or income projections.
Contact clients periodically to determine any changes in their financial status.
Open accounts for clients and disburse funds from accounts as needed.
Opening new accounts and setting up managed accounts.
Communicating effectively with clients, Financial Advisors and Operations Departments
Assisting with planning and coordinating Client Appreciation Events and Investment Seminars
Investigate and resolved operational problems in a timely manner to ensure client's satisfaction.
Perform daily duties such as making appointments, preparing account review presentations,
providing superior client service to all our clients.
Supervise other assistants and provide training and coaching to the new assistants.
MORGAN STANLEY DEAN WITTER, Dearborn, MI
Investment Associate, Sep 1998 – Nov 2000
Determine customers' financial services needs and prepare proposals to sell services that address
these needs.
Contact prospective customers to present information and explain available services.
Make presentations on financial services to groups to attract new clients.
Opening new accounts and setting up managed portfolios.
RONEY & COMPANY, Detroit, MI
Investment Management Associate, Jan 1993 – May 1999
Maintain scheduling and event calendars.
Manage projects or contribute to committee or team work.
Learn to operate new office technologies as they are developed and implemented.
Assist department leaders on sales support to financial advisors.
Work with multiple money managers within our Investment Management Department
Establish work procedures or schedules and keep track of the daily work of clerical staff.
Coordinate conferences and meetings.

2. 2105 Pagel Ave. Lincoln Park, Michigan, 48146 313-516-9053 m_belles@yahoo.com
E D U C A T I O N
Henry Ford Community College, Dearborn
Business Administration
Associates Degree in Business Administration
A D D I T I O N A L S K I L L S
Extensive knowledge of Securities Industry Regulations and Practices. Strong communication
skills and ability to multi task. Proficient in computer applications such as Microsoft Word and
Excel. Ability to perform under pressure and meet deadlines.
C R E D E N T I A L S A N D L I C E N S E S
Series 7, NASD, NYSeries 63, NASD, MI