I’m responsible for ensuring many of our back office tasks run smoothly. Depending on the day, I can be working on client reviews, valuations, business process, client communications and internal communication across teams on different projects and tasks. I also get to work with the Business Administration team on special projects and I help the paraplanning team when needed.
I’m proud to be part of the process that ensures clients have a good picture of their investments.
I enjoy spending time with my family, my son and daughter, my husband and my mother. I love to cook and food is really important to me. My other interests include languages, knitting and sequin artwork.