As a group lead in our client service department I interact with advisors and clients on a daily basis. It is my goal to work with the advisors to ensure that all of our clients’ needs are met and to make sure that they have an excellent experience with our firm. I have a variety of responsibilities which include coordinating and processing paperwork, ongoing account maintenance, training new employees, and various project work.
Professional Accreditations & Education
- Kent State University, Bachelors of Business Administration in Finance
- Enjoys reading and watching Movies
- Lives in Akron, Ohio
- Joined Sequoia in 2015