As Client Service Specialist, Michelle Lucero handles multiple tasks including coordinating and executing all client service activities, handling client questions, scheduling, account management and maintaining CRM system. She is the first friendly face you will see when you come in to visit us.
Michelle has 20 years of experience in the financial industry that includes accounting, client service, and operations management. Prior to joining the Integrity Advisory team, Michelle worked 19 years for State Street initially as a fund accountant and eventually worked her way to Officer of the Derivatives Processing team. During her time at State Street, she achieved many accomplishments for teamwork and client service.
Michelle graduated from University of Missouri – Kansas City in 1995 with a Bachelor of Liberal Arts. Michelle loves to volunteer and has been involved in events for the City Union Mission, Harvesters, and the Humane Society. In her spare time, she loves to spend time with her family and two dogs.