Consulting Team

Michelle Caldwell has more than 15 years of experience working with financial services companies in various roles, including operations, strategic planning, project and program management, change management, and leading customer experience teams. She has a proven track record in leading the successful implementation of multiple projects: service model design, mergers and acquisitions, business process design and cross-enterprise integration. Michelle is passionate about delivering a successful work product to her clients and exceeding stakeholder needs and expectations as she influences stakeholders and teams through her savvy interpersonal, negotiation and presentation skills.

Her most recent position was as IT project director for Carlisle Companies, where she served as the liaison between the corporate office and its various divisions for all IT projects. Before Carlisle Companies, she led operations strategy projects for Varo Bank. She was also a leader with the project management office for Charles Schwab.

Michelle earned her bachelor’s degree in business administration and psychology from the University of Wisconsin, and her master’s in business administration from the Keller Graduate School of Management at DeVry University.

Michelle lives in Scottsdale, Arizona, and when she’s not consulting, Michelle is spending time with her two children and their new puppy, Buttercup. She’s often planning her next travel adventure as she shuttles her children to baseball games and dance competitions.