I support our clients by managing the administrative and operational details that keep everything running smoothly. My role involves maintaining current knowledge of custodial, compliance, and operational requirements for account setup and maintenance, while collaborating with our client service team to handle the tasks that support our clients' wealth management needs. I'm the person working behind the scenes to make sure every detail is taken care of.
Why I Do This
I'm brand new to the financial industry, but what drew me here is something I've always been passionate about: helping people. The idea of assisting others in pursuing their financial goals is exciting and feels personally rewarding. What really attracted me to this work is the people I get to interact with and the personal connections that can be made along the way. I love hearing clients' stories and being part of their journey.
What I Bring to the Table
Coming from Next Insurance, I understand the importance of precision and attention to detail in a fast-paced environment. What I enjoy most about this role is the people. Building relationships and being someone our clients can rely on for support is what makes the work meaningful to me. I'm learning something new every day, and I genuinely love that aspect of being at the beginning of my career in this industry.
The Personal Side
I grew up in Spencerport, New York, in a big family with seven siblings. Growing up in a large household taught me how to collaborate, communicate, and solve problems, skills that serve me well in this role. I attended Marymount Manhattan College and now live in Gates, New York, with my husband Royce and our two children, Ajax and Penelope. My family keeps me grounded and reminds me why building a meaningful career matters.
In my free time, I love listening to podcasts, working on hand-crafts like cross-stitch, and tackling home organizing projects. There's something satisfying about taking a chaotic space and transforming it into something functional and beautiful. Whether it's organizing a closet or supporting a client request, I enjoy the process of making things work better.