As a Senior Client Service Associate at Mclean, I provide Client and Advisor Support in handling Account onboardings, assist with preparation of Advisory Agreements, New Account paperwork, process money movements, asset transfers, beneficiary changes, account maintenance and statement requests. I also work as a liaison between the custodians Schwab and Fidelity and the client. I monitor client account activity, resolve any issues and escalate with Custodians as needed.
The Kind and Helpful Colleagues.
Kind, Informative and Transparent.
I have a deep passion for culinary and enjoy event planning.
Spending time with friends and family. Avid Beach goer and love dancing, trying new restaurants and cooking.
I like both.
Just one, Maryland
Not much of a book reader but too many movies to choose one. Home Alone, Terminator 2, The Proposal, Where the Crawdads Sing.
I used to be a night owl. Early bird these days.
Ethiopian food, I wanted to try a new recipe.
