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