Understanding the basic identifiable needs of clients is fundamental to providing excellent and appropriate service in the financial industry. Helping to fulfill those needs by providing effective administrative support and efficient administrative procedures is paramount. As a specialist in client servicing, I have the pleasure of directing inquiries and resolving administrative issues. It is my role to ensure that every client receives uncompromising service.

With many years of customer service experience, I have had the ongoing satisfaction of being a very effective resource for clients. Being responsive to client needs and comprehending what is required is my definition of competency.