Michele Moskonas

Michele Moskonas is a Regional Market Executive and Managing Director for Charles Schwab’s branch network in the Southeast. Michele’s leadership responsibilities include developing a talented, professional, and collaborative team that strategically drives long-term growth and increasing client loyalty within the Southeast retail market. This leadership team provides Wealth Management through twenty-eight retail locations by developing personalized client relationships based on transparency, choice, and accessibility.   Prior to this role and for sixteen years, Michele led the Southeast retail market at Fidelity Investments.  Michele earned a Bachelor of Science from Yale University, a Master of Business Administration degree from Duke University, and holds the CFP® and CWS® designations.