Michelle K. in

Michelle K.

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Integrations Manager at Lumin Wealth
📍 Harpenden, England, United Kingdom

Michelle K. is an experienced Integrations Manager at Lumin Wealth with a robust background in financial services operations. Her career progression from personal assistant to Operations Director and now Integrations Manager showcases her deep understanding of the wealth management industry from multiple perspectives.

She has hands-on experience using specialized adviser research tools, including Mortgage Brain and Selectapension, for pensions, investments, and mortgages.

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Experience
35 Years
Current Role
Integrations Manager
Job Level
Middle
Location
Harpenden, England, United Kingdom
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Michelle cares about

Wealth Management Operations
Her career, including serving as an Operations Director, demonstrates a strong focus on streamlining processes and enhancing efficiency within financial advisory firms.
Systems Integration
Her current role as Integrations Manager at Lumin Wealth centers on combining systems and workflows, a critical function for growing financial services companies.
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Career

Work history

2-2022
Integrations Manager
Lumin Wealth
1-2003 - 3-2022
Operations Director
Enhance Wealth Management
7-1997 - 2-2003
Personal Assistant
Heartland Independent Financial Advisers
3-1990 - 2-1997
Office Administrator
Legal & General
In the press

Media appearances

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Education

Michelle has no verified education history

Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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