As part of the wealth management team, Connie handles a wide variety of tasks for servicing our clients’ needs. Our firm prides itself on offering best-in-class, personalized services and Connie is a key contributor to that for our clients. She strives to strengthen relationships and consistently deliver an excellent client experience.
Connie has an extensive executive administrative, communications, and client-concentric background in a wide range of industries, including REITs, public relations, and marketing. She is highly organized with a proven ability to effectively implement processes and procedures.