Client Services Specialist

Role at The Consulate:
My workday consists of interacting directly with clients and financial advisors to ensure clients’ account needs are met. From money movements to beneficiary changes to transfer of accounts, I manage all types of requests to ensure efficient service for all those we serve.

Educational Background:
Prior to joining The Consulate, I obtained my bachelor’s degree in Business Communication from Stevenson University. In 2020, I earned my Financial Paraplanner Qualified Professional™ designation.

Best Part of Working with Clients:
My favorite part of working with clients is the opportunity to build relationships with them over time. I love connecting with clients to help however I can and to see how their personal financial situation has grown and changed over the years.

Outside the Office:
When not working, I love spending time in Rehoboth Beach, Delaware with my family. We always have fun walking along with boardwalk, hosting barbeques, and spending time at the at the events in our community with all the neighbors.