Michelle U. in

Michelle U.

Critic · DISC type C
PMA - Revered Concierge Consulting of Raymond James at Raymond James
📍 Greater Tampa Bay Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
12 Years
Current Role
PMA - Revered Concierge Consulting of Raymond James
Location
Greater Tampa Bay Area, United States
Personality Overview

How Michelle shows up

ROI Driven
Critic
Precise

They like to do things independently and don’t look for support from others. They are quite likely to negotiate on pricing or other key terms. They choose to analyze logically and value facts to emotions.

Priorities

Topics Michelle cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2025
PMA - Revered Concierge Consulting of Raymond James
Raymond James
12-2018 - 7-2025
Executive Director of Operations & Marketing
Sandy Morris Financial and Estate Planning Services, LLC
1-2018 - 12-2018
Senior Business Project Manager - Office of the CEO
NES Health
10-2016 - 1-2018
Executive Director of Marketing & Strategic Projects
Sandy Morris Financial and Estate Planning Services, LLC
7-2015 - 10-2016
Senior Legal Executive Assistant to the Global General Counsel
Cunningham Lindsey
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2012 - 2014
Associate's degree
Universidad Domínico Americano
Oratory and Masters of Ceremony Certification
COIINTER
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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