Client Service Associate
MY ROLE: Managing records of investment transactions, building client portfolios, preparing presentations, gathering meeting notes, processing all client information and transactions, creating new accounts, and maintaining client portfolios.
MY CLIENT IMPACT: My role allows our advisors and clients to achieve seamless communication with our firm as well as provide the client with certainty and clarity in their investment needs.
PERSONALITY: Outgoing, driven, and focused.
PERSONAL PASSIONS: Attending VCU Rams basketball games, studying languages, and meeting new people.
CREDENTIALS / EXPERIENCE: Investment advising for 4 years, as well as 15+ years in client services roles.
EDUCATION: Bachelor of Science in Finance from Virginia Commonwealth University