Michelle Urena

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Michelle Urena is the driving force behind Sandy Morris Financial's marketing strategy and project management.

With over a decade of experience in managing and streamlining processes for businesses, Michelle's passion for the financial industry, marketing, and project management has made her an invaluable asset to the team.

Michelle's approach to marketing is innovative and dynamic, fueled by her innate ability to connect with others and her insatiable thirst for excellence. She has completed hundreds of marketing projects for major players across a range of industries, from finance and healthcare to technology and education. Her versatility and knowledge in these various fields enable her to design effective marketing strategies that meet diverse client needs.

As the Director of Marketing and Strategic Projects at Sandy Morris Financial, Michelle is responsible for managing the marketing and scheduling departments, overseeing all marketing programs, brand management, corporate sponsorship, and strategic projects. Her expertise in documenting business processes and information systems, analyzing data, developing business cases, and managing successful implementations of process improvement and system enhancement projects has been instrumental in the firm's success.

Michelle holds a Bachelor of Science degree in Management, an Applied Project Management certification, and a music degree with a focus on piano.

When she's not driving growth and success for Sandy Morris Financial, Michelle enjoys indulging in her passion for baking, playing golf, and learning new skills. She is also a devoted wife and mother, spending quality time with her family and dogs.

If Michelle were a business quote: "Let our advance worrying become advance thinking and planning." – Winston Churchill