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    Michelle Heise

    Client Relationship Manager

    Michelle Heise is a Client Relationship Manager at Cape Financial Group, LLC, based in De Pere, Wisconsin.24 She joined the company in June 2020 and serves as the primary point of contact for all aspects of client servicing.1 Michelle's role involves managing client relationships and ensuring a high-quality experience for the firm's customers.

    Michelle has a background in financial services and client relations. She attended Rasmussen University24, which likely provided her with relevant education in business or finance. Her professional experience includes working with Cape Financial Group, which has recently rebranded to Lake Edge Wealth Advisors.3

    In her current position, Michelle is responsible for:

    1. Managing client communications
    2. Handling client inquiries and requests
    3. Coordinating with other team members to meet client needs
    4. Ensuring smooth client servicing operations

    Michelle's LinkedIn profile can be found under the username michelle-heise-a6058012, where more details about her professional background and experience may be available.

    Related Questions

    What are Michelle Heise's main responsibilities at Cape Financial Group?
    How long has Michelle Heise been working at Cape Financial Group?
    What qualifications does Michelle Heise have for her role?
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    What is Michelle Heise's educational background?
    Michelle Heise
    Michelle Heise, photo 1
    Michelle Heise, photo 2
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    Location

    De Pere, Wisconsin, United States