Michelle has been in the financial industry since 1998 and has been an Ameriprise employee since 2011. She has her FINRA Series 7 & 63 and her NC Notary. She is responsible for client experience, overseeing trading, money movement, and the overall operations of the office. Michelle enjoys spending time with her significant other, Ben, her children and dog, Milo.
Daniela joined our team as a Financial Planning assistant. She is responsible for trading, money movement, along with many other projects. She is a graduate from North Carolina State University with a BS in Business Administration where she was also a part of the Division 1 NC State volleyball team. In her free time, she enjoys spending time outdoors, playing volleyball, and spending time with her daughter, Shay.
Zidane joined our team as Operations Specialist with a primary focus on Project Management. He recently has completed his Google Certification in Project Management. He is responsible for overseeing meeting preparation, coordinating special projects from start to finish and supporting marketing efforts. Zidane is married to his high school sweetheart Raven. They live in Raleigh with their cat Alder.
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