As a Director and Client Service Group Lead in our Tampa, Florida operations department, I interact with advisors and clients on a daily basis. It is my main goal to help ensure that client’s needs are met and that they receive a high level of customer service. I strive to uphold client satisfaction by building long, lasting relationships and going the extra mile to assist clients and advisors.
Professional Accreditations & Education
- National Institute of Pension Administrators (NIPA) Loan & Distribution Certified
- B. A. in Finance, Adelphi University (NY)
- Enjoys dining out, horseback riding and traveling to new places
- Born and raised on Long Island, NY
- Lives in Clearwater, FL
- Joined Sequoia in 2016