As a Relationship Manager, I am responsible for managing client relationships, and fostering and enriching client experience.
I enjoy working with my clients to help navigate their assets, while providing high-touch service and a client-first approach.
My Experience
Previously, I served as Client Service Manager. In that capacity, I was responsible for managing money movement, cash management, trading and account maintenance as well as overseeing general client service pertaining to all aspects of investment operations.
Education
- Babson College, Bachelor of Science in Business Management, with concentrations in Finance and Accounting
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Upcoming Events
7
Mar
The American College of Trust and Estate Counsel
We are proud to sponsor the 2026 ACTEC Annual Meeting
We look forward to connecting with you in Tampa!