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Michelle Tovi

Investor Relations Manager

Talent
Plano, TX 75093Member since August 1, 2026
Customer serviceProject managementAdobeQuickbooksKountSAPMagentoWhitePagesPlusRisk ManagementSyndication pro software
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Customer serviceProject managementAdobeQuickbooksKount

About

In contact with all investors and answering any questions, providing legal documents, updating portal system, contacting investors for funds on capital raising, checking bank accounts, email blasts on properties, scheduling meetings, conferences, understanding and knowledge of our properties, syndication pro software/quickbooks/adobe.

Experience

Investor Relations Manager - Wolfe Investments

(2019-07)

  • In contact with all investors and answering any questions, providing legal documents, updating portal system, contacting investors for funds on capital raising, checking bank accounts, email blasts on properties, scheduling meetings, conferences, understanding and knowledge of our properties, syndication pro software/quickbooks/adobe.

Fraud Analyst/Admin - MonkeySports

(2018-02 - 2019-03)

  • Efficiently analyze information and navigate multiple systems to detect and prevent internet and store related fraud.
  • Professionally communicate with bank/card issuer representatives to verify customer information.
  • Monitor/investigate customer credit card/PayPal accounts & dispute cases for fraudulent activity.
  • Follow a specific routine identifying orders that seem suspicious and feeling out customers using detective skills.
  • Work with Kount, SAP, Magento, WhitePagesPlus, Risk Management Groups, and other software.

Office Manager/Executive Asst. - DCS Global

(2016-09 - 2018-01)

  • Customer service inquiries.
  • Making purchases online or in store for office supplies and conferences/conventions.
  • Coordinating company parties/events.
  • Working with our project management team to help out with client support and project implication meetings with hospitals (clients).
  • Payroll/created expense reports for Citibank statements monthly along with employee travel expense reports.
  • Pay invoices by phone or internet.
  • Manage vendors and contractors.

Project Coordinator/Office Manager - The Joint

(2014-07 - 2016-08)

  • Train new front office associates and working at multiple locations weekly.
  • Onboarding of new hires.
  • Handling cash drawers/making deposits weekly.
  • Sell/explain our wellness plans and packages for chiropractic care.
  • Open/lock up multiple store locations.
  • Planning activities/events.

Front Desk Agent - Doubletree by Hilton/ Home2 Suites by Hilton

(2012-12 - 2013-12)

  • Registering guests, making and modifying reservations, hotel operator, and concierge duties.
  • Perform cash, check, and credit card transactions.
  • Faxing and scanning over credit card authorizations constantly as long as receiving.
  • Always showing rooms, ballrooms, meeting spaces, and selling different types of suites.

Education

Plano Senior High School Plano, Texas

Bachelors - engineering - UTD

Skills

Investor Relations Manager

Reviews

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