Client Service and advisor support. This includes coordination between custodians, outside vendors, clients, and advisors, onboarding new clients, implementing planning strategies, and providing ongoing client support to resolve or prevent any issues in order to ensure a positive client experience.
Forward-thinking, industry leader, innovative!
I love music and dancing, and I played the guitar in years gone by.
Reading and kayaking in the summer.
Always coffee!
I've lived solely in NH.
Top Gun
Night owl.
I enjoy a variety of ethnic foods, but my least favorite is probably Thai food.
