Michelle C Lloyd

Michelle Lloyd

Diagnostician And Clinician

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Location:

Houston, TX

Industry:

Financial Services

Work:

Wealth Design Group the Guardian Mar 2014 - Mar 2015
Compliance and Licensing Specialist
Next Financial Aug 2010 - Mar 2012
Compliance Specialist and Licensing and Registration Principal
Aug 2010 - Mar 2012
Diagnostician and Clinician

Education:

Northcentral University 2008 - 2017
Doctorates, Doctor of Philosophy, Business Administration, Management, Business Administration and Management, Philosophy Fontbonne University
Master of Business Administration, Masters, Business Administration University of Central Missouri
Bachelors, Bachelor of Science, Business Management

Skills:

Training and Development
Management
Investments
Regulatory Compliance
Leadership Development
Organizational Leadership
Program Management
Microsoft Office
Team Management
Project Management
Insurance
Financial Services
Finance
Leadership
Financial Analysis
Business Development
Trade Compliance
Change Management
Series 24
Series 53
Series 7
Series 63
Series 31
Records Management
Change
Licensing Coordinator
Time Management
Risk Management
Investment Advisory
Possess Strong Analytical
Cross Team Collaboration
Administration
Onboarding

Languages:

English

Certifications:

Series 24; Series 53; Series 7; Series 31; Series 63; Group 1 (General Lines License)
Financial Industry Regulatory Authority (Finra)

Chairman And Chief Executive Officer Of Lloyd Recovery Services, Inc And Lloyd Auditing And Consulting

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Location:

2931 Blue Mist Dr, Sugar Land, TX 77498

Industry:

Financial Services

Work:

Massmutual Financial Group Jan 2006 - Aug 2009
Compliance Officer
Lloyd Recovery Services Jan 2006 - Aug 2009
Chairman and Chief Executive Officer of Lloyd Recovery Services, Inc and Lloyd Auditing and Consulting
Jpmorgan Chase & Co. Jan 2001 - Jan 2004
Training Officer and Program Manager
Morgan Stanley Jan 1998 - Jan 2001
Registered Para-Broker
American Express Financial Advisors Jan 1994 - Jan 1998
Personal Financial Advisor

Education:

Northcentral University 2008 - 2011
Doctorates, Doctor of Philosophy, Business Administration, Business Fontbonne University 1989 - 1991
Masters, Business Administration, Business University of Central Missouri 1985 - 1989
Bachelors, Bachelor of Science, Business Management, Business

Skills:

Consulting
Auditing

Languages:

English

Michelle Lloyd

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Michelle Lloyd

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Michelle Lloyd

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Michelle Lloyd

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Michelle Lloyd

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Michelle Lloyd

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