My goal is to provide reliable and friendly service to our clients. I manage Chuck Vercellone's calendar and speak with our clients to setup meetings and phone calls. I also assist with new account setup and update Chuck on each client's concerns and needs.
I have twenty years of experience in banking and brokerage. In my twenty years, I have worked in branch offices, assisting the consumer loans and wealth management departments. Working in multiple areas has given me the knowledge to assist Financial Advisors resolving customer issues, which allows for outstanding service. I assisted in opening accounts and reviewing many types of client documents. I also have thirty years experience of customer service in different industries.
My hobbies include: reading, walking, and baking with my grandchildren.