Michelle is a highly experienced insurance industry executive and intellectual property developer with twenty-five years of experience in the insurance and advisory industries. Currently the SVP, Chief Operating Officer and Head of Retirement & Advisory at Axonic Insurance, she most recently simultaneously operated her own strategic consultancy MRG Advisors, primarily serving insurers and financial institutions on program development at the intersection between ERISA and annuities, while also leading the nonprofit Institutional Retirement Income Council which advocates for Defined Contribution income. Michelle previously served as Managing Director, Retirement Enhancement Solutions at Milliman Inc, developing nonguaranteed longevity risk-pooled products.
Michelle began her life and annuity career at New York Life Insurance Company, where she held various executive positions including overseeing product development for accumulation-oriented life insurance products and serving as regulatory principal and strategic overseer for its distributing Broker Dealer and Registered Investment Adviser, and as an intellectual property developer named on a patented method for the inclusion of insured solutions within holistic lifetime wealth optimization.
Michelle graduated from Columbia University with an MBA in Finance and Management, and from Wesleyan University with a BA in Economics.
