My focus: I serve as Shakespeare’s client liaison, working in unison with the financial advisors and the clients to coordinate the behind the scenes responsibilities necessary to ensure clients have a great experience. This includes coordinating with our custodian, handling paperwork, transferring assets and more. In addition, I help organize and maintain client information in our CRM database, ensuring necessary tasks are scheduled and completed.
Family and fun: When I’m not spending time at work or studying; I like to fill my spare time researching new recipes, listening to audiobooks and playing with my coonhound pup. I’m also an avid bowler; I compete on two leagues and participate in state tournaments annually.