Michelle Mallery

Michelle works with Bruce Charleton, MBA, CLTC, CBEC. Michelle prides herself on attention to details with all her client interactions, insuring what matters most to the client will be addressed, questions answered, and client accounts are established and maintained with proper attention and accuracy.

She has been working directly with Bruce for a number of years, supporting his clients in the Southern Tier area of New York, out of his Vestal office. Michelle has a strong ability to forge a deep understanding with clients which has created lasting relationships.

Prior to joining Bruce’s team, she spent 13 years in the financial service industry with a Top 5 International Bank. Michelle started out as a Client Service Specialist and was promoted to an Assistant Manager position with them.

Michelle lives in Binghamton with her husband Chris and twin boys, Joshua and Ryan.