CLIENT SUCCESS ASSOCIATE
As a Client Success Associate, I spend part of my day combing through client accounts and compiling review presentations with an eye for accuracy and great attention to detail. I enjoy seeing the great variety of investment solutions our clients utilize. The rest of my day is spent assisting clients with their transactional and service request needs. Getting to build strong, trusting, and lasting relationships with our clients is one of my favorite aspects of my job and I look forward to growing with our company and our clients.
ACCREDITATIONS & EDUCATION
- Greenville High School graduate
HOBBIES AND PERSONAL LIFE
- I have two dogs named Luke and Chloe.
- In my free time, I enjoy reading, gardening and going to yoga class.
- I love to travel. My suitcase is always packed and ready for the next adventure.
“Don’t doubt yourself… Let others do that for you!”