Vice President, Client Services
With Apriem Since 2010
Expertise: Dotting the i’s and crossing the t’s to ensure proficient office operations.
Serves clients to the highest degree: Creates a seamless client experience by maintaining efficient back-office procedures.
Acquired wisdom: Working with clients for both a large investment firm as well as two professional sports teams. Believes most of her wisdom came from waitressing during college where she learned the importance of taking a moment to truly listen and be patient.
Earned bragging rights: As the firm’s first employee in 1998. (Now is back after a decade being home with her son and twin daughters.)
Knows how to keep perspective: Once wanted to be a comedian.
Finds balance: Making her famous toffee, spending time with her husband and kids, and going to the beach.