I am a Client Service Associate. I support our wealth management advisors and clients with account servicing, interfacing with account custodians, and various other tasks to create an exceptional client experience.
I like that we are flexible and can work in or out of the office. Believe it or not, I get more done working from home…probably because I do not have to sit in traffic anymore.
Adaptable, Family-orientated, innovative.
Not sure I want you to publish this, but I did Roller Derby for a couple of years lol 🙂
Before 2020 I was always playing sports. I still play soccer, and I am getting back into running. I read a lot, and I am going to try and add something "artsy" to get into for 2023.
Coffee in the morning and tea after 10 am.
3 states
I like mysteries. Go through them like water.
Neither. mid-morning to early evening
