As a Client Service Associate, my priorities are clear: respond promptly to client requests and maintain accurate account and vendor records.

Supporting the firm’s success means a variety of things – often changing by the hour. On any given day, you can find me managing account reconciliations, helping settle trades, updating client account details, and generally backstopping our operations.

Our team is forward thinking and courageous. They expect more than the status quo and aren’t afraid to take calculated risks in promising areas.

If I had access to a giant billboard off I-5, I’d print: “Nobody cares how much you know until they know how much you care.” This Teddy Roosevelt quotes shows the recipe for making true and lasting impact.