As a Client Service Associate, I work closely with clients and advisors to help ensure that client directives are carried out promptly and effectively. I am particularly adept at creating and employing systems that support efficiency throughout the client experience. The greatest measure of success for me is client satisfaction.
Whether I am helping to prepare resources for client reviews, processing transactions, or simply maintaining files, I take pleasure in knowing that my work has a direct, and positive, impact on the service we offer our clients and our internal teams. Clients and coworkers can expect a consistent, friendly, and efficient experience with me, no matter the request. I am honored to play a pivotal role in the client experience here at Sequoia.
Professional Accreditations & Education
- Master of Science of Sport Administration, Valparaiso University
- Makes her home in Cleveland, OH with her husband, Bo, and their son, Benjamin
- Enjoys being outdoors and golfing
- I've spent years coaching Division I college soccer, and am passionate about the sport