I am an Orlando native and graduate of the University of Central Florida. I enjoy spending time with my friends and family, cooking, traveling, and enjoying the Florida weather by the pool or at the beach. I have 14 years of experience working in client service, and most recently 4 years experience in servicing mutual fund client accounts with custodial bank BNY Mellon.
As a member of the client service team, I guide new clients through the onboarding process, assist with day-to-day servicing of client accounts, oversee year end Required Minimum Distributions for IRAs, and assist in opening new accounts and estate settlements.