My Professional Background
I provide comprehensive support to our client service team while coordinating the implementation of our technology plan. I have a strong background in the financial services industry, most recently serving as a client relationship manager and notary public for Ameriprise Financial in Mount Vernon. There, I managed day-to-day tasks, prepped account applications, and assisted with trades, transactions, and money movements. Prior to working with Ameriprise, I was a marketing specialist for Brothers Home Improvement in Roseville, California where I managed front office operations, marketing opportunities, and trained new staff, among a myriad of duties.
My Wealth Management “Why”
Whether drafting meeting documents or tracking technology updates, I approach every project with ardent curiosity and a passion for outstanding internal and external client service.
My Personal “Living Fully”
I enjoy spending time with my husband and daughter, taking road trips, obsessing about jigsaw puzzles, and doing pretty much any outdoor activity.