Biography
Michele Pimentel serves as Assistant Vice President, Administration at Van Liew Trust Company, where she supports the firm’s operations and helps ensure a seamless experience for both clients and team members.
Experience & Background
Prior to joining Van Liew Trust, Michele served as Assistant to the Investment Officer at First Bristol County National Savings Bank Trust Department and later supported top-producing brokers at Prudential Brokerage Firm. Over a 32-year tenure with Van Liew Trust, Michele has grown alongside the firm, supporting evolving systems, processes, and client needs with a consistent focus on accuracy and service. Responsibilities have included support of key operational initiatives, such as the implementation of portfolio management systems, CRM platforms, and the firm’s client portal.
Working Style
Michele is highly detail-oriented and values organization, communication, and the ability to manage multiple priorities effectively. She works closely with colleagues across the firm to ensure client needs are handled accurately and efficiently.
Education & Credentials
- Notary Public
- Performance Measurement certifications and continuing education
Professional & Community Involvement
Michele has been actively involved in her community, including years of service supporting youth programs through St. Luke’s Church and her local community. Additionally, Michele is a member of Women in Performance Measurement and participates in the Mentor/Mentee Program.
Outside the Office
Michele enjoys spending time with family and engaging in outdoor activities. An active participant in virtual walking challenges, she values goal-setting and embraces opportunities for friendly competition.
A Conversation About Your
Financial Priorities
We welcome the opportunity to learn more about your circumstances and discuss how we may serve you with thoughtful guidance and disciplined oversight.
