Michelle Breneman is the Investment Operations Analyst for McCarter Private Wealth Services. Her responsibilities include client money movement while supporting operational efficiency with a focus on precision and compliance. Prior to this role, Michelle served as a Client Services Administrator in the Finance Department at Burns & Levinson LLP. There, she was responsible for wire transactions, deposits, check processing and online banking administration, all while maintaining a strong commitment to accuracy, confidentiality, and regulatory compliance.
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