Client Service/Business Operations

Client Service/Business Operations

Experienced Staff Focused On Delivering a Great Client Experience

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A woman with shoulder-length blonde hair smiling, wearing a black polka-dotted blouse and a black cardigan, with a blurred background.

Brigid Cochran

Senior Manager, Complex Transactions
Smiling woman with long, wavy hair wearing a black blazer, a patterned shirt, and a pearl necklace. She is standing in front of a blurred background with lights.

Elyse Dawson, CMP, CPCE, DES

Senior Events Manager
A man with a beard and styled hair is smiling at the camera. He is wearing a navy suit, a white shirt, and a light pink tie. The background is blurred, showing a cityscape through a window.

Sean Hendler, CPA

Senior Operations Manager
A person with long, twisted hair, wearing a beige blouse and hoop earrings, smiles against a blurred blue background.

April Jones

Senior Manager, Office
A woman with straight blonde hair, wearing a light grey top, stands in front of a softly blurred background with blue and yellow tones. She is facing the camera and smiling slightly.

Krista Koch

Senior Manager, Fund Administration
A woman with short, light blond hair smiles at the camera. She is wearing a black blazer and a black top. The background is a blurred, light-filled interior setting.

Kathy Malkowski

Executive Recruiter
A person with short blond hair smiles while wearing a black blazer and patterned blouse. The background features a blurred view of modern glass buildings.

Kelsey Waite

Senior Manager, Client Service
A smiling woman with straight blonde hair and light skin stands in front of a blurred background with blue and white tones. She is wearing a black top and small earrings.

Alex Aitken, FPQP®

Manager, Client Service
A person in a suit sits against a blue background. They are smiling and wearing a dark jacket, a tie with a paisley pattern, and a black shirt.

Charles Bullock

Manager, Client Service
A person with long blonde hair wearing a black patterned blouse and cardigan smiles while standing indoors. The background is softly blurred with bright circular lights.

Courtney Christy

Senior Client Service Associate
A woman with long brown hair is smiling at the camera. She is wearing a black blazer and a white top. The background is blurred with hints of green and blue, suggesting an outdoor or window view.

Mary Kendall Durrance

Operations Manager
A woman with long, dark hair is wearing a black blazer with gold embellishments. She looks directly at the camera against a light blue background.

Kerry Gordon

Manager, Client Service
A man in a suit and tie is smiling against a blurred background. He has short, light brown hair and a beard. The setting appears to be a professional or office environment.

Ryan Hawks

Business Intelligence Manager
A woman with wavy brown hair smiles at the camera. She is wearing a black blazer and a pearl necklace. The background is blurred, suggesting an office or professional setting.

Sara Joyner

Manager, Client Service
A woman with curly hair and a black blazer smiles against a blurred cityscape background viewed through a window.

Miri Maxon

Manager, Client Service
A woman with shoulder-length brown hair and glasses smiles at the camera. She is wearing a teal blazer over a black top. The background is a blurred light blue and gray gradient.

Leslie Nolen

Manager, Client Service
A woman with brown hair and a floral top smiles at the camera. The background is blurred with soft lights and muted colors.

Lindsay Novotny, FPQP®

Manager, Client Service
A person with curly hair is smiling while wearing a black blazer and a patterned top against a light blue background.

Christina Rotolo

Manager, Client Service
A woman with long brown hair and glasses smiles at the camera. She is wearing a black top and a green beaded necklace. The background is blurred, suggesting an outdoor or glass-enclosed setting.

Teri Sebastian

Manager, Operations
A woman with long, straight hair and a patterned top smiles at the camera. She stands in front of a blurred background, possibly an office building with windows.

Maggie Sudholt, SHRM-CP

HR Operations Manager
A smiling man in a blue suit and tie stands in front of a blurred office background.

Brian Szabela

Business Process Manager
A woman with glasses and shoulder-length hair smiles warmly. She is wearing a gray blazer over a black top. The background is a soft, blurred blue gradient.

LaToyia Williams

Manager, Accounts Payable
A person with long black hair wearing a beige blazer and green top smiles at the camera. Blurred office windows are visible in the background.

Syeda Ahmed

Senior Specialist, Operations
A middle-aged woman with shoulder-length brown hair smiles at the camera. She is wearing a dark blazer over a patterned blouse, with a blurred, light-filled background behind her.

Helen Anderson

Senior Client Service Associate
Smiling person wearing a coral blazer and patterned blue shirt, standing in front of a blurred blue and green background.

Melissa A. Baron

Senior Client Service Associate
A smiling woman with glasses and wavy blonde hair, wearing a beige blouse with black polka dots, sits in front of a blurred background with soft lights.

Cindy Beale

Senior Client Service Associate
A person with long blonde hair is smiling, wearing a red blazer over a patterned blouse. The background is softly blurred, giving a professional portrait feel.

Katie Bigley

Senior Specialist, Operations
A woman with long brown hair smiles at the camera. She is wearing a black blazer over a blue top. The background is blurred, showing a window with a view of a cityscape on a bright day.

Sheila Bozeman

Senior Client Service Associate
A middle-aged man in a dark gray suit and blue dress shirt smiles at the camera. He has short gray hair and is wearing a patterned blue tie. The background is blurred and appears to be an indoor setting.

Lee Earhart

Senior Client Service Associate
A woman with long brown hair, wearing a black blazer, smiles at the camera against a blurred blue and white background with circular light spots.

Amanda Franklin

Senior Client Service Associate
A person with long blonde hair smiles at the camera. They are wearing a black and white striped sleeveless top. The background is softly blurred.

J.R. Hammonds-Swain

Senior Client Service Associate
Katherine Brown

Katherine Jaynes

Senior Client Service Associate
A woman with wavy brown hair wearing a navy blazer and a floral blouse smiles at the camera. The background is softly blurred, giving a professional and friendly appearance.

Kimberly Landry

Senior Client Service Associate
Lauren Mason

Lauren Mason

Senior Client Service Associate
A woman with long brown hair and glasses smiles while wearing a dark blazer and a green blouse. The background is softly blurred, suggesting a cityscape view.

Caroline Maughon

Senior Client Service Associate
A woman with curly brown hair smiles at the camera, wearing a black blazer and layered gold necklaces, with a blurred background of lights and blue tones.

Wendi Miller

Senior Client Service Associate
A woman with long dark hair smiles at the camera. She is wearing a dark blazer and a blue top. The background is softly blurred, suggesting an indoor setting with natural light.

Kathryn Parks

Senior Client Service Associate
A person with short hair and a mustache is wearing a black suit and red patterned tie. They are smiling and standing against a blurred background with soft lighting.

Danny Reagan

Senior Risk and Compliance Associate
A person with short blonde hair is smiling, dressed in a black blazer over a red shirt, accessorized with a gold necklace. The background is softly blurred, featuring shades of blue and white.

Teri Schanen

Senior Client Service Associate
A woman with blonde hair and a black blazer smiles at the camera. She is wearing a blue necklace. The background is softly blurred, showing an indoor setting and possibly a window.

Kaitlyn Sinnott

Senior Specialist, Fund Administration
A smiling older woman with short, light gray hair is wearing a light turquoise blouse and a heart-shaped pendant. The blurred background suggests an indoor setting.

Marjorie L. Sjostrom

Senior Client Service Associate
A person with long brown hair is smiling at the camera. They are wearing a patterned top and a delicate necklace. The background is softly blurred, suggesting an indoor setting.

Emily Smith

Senior Associate, Family Office Services
A man in a suit and tie smiles while standing against a blurred background of windows and greenery.

Nick Thompson

Senior Systems Administrator
A woman with long brown hair and glasses, wearing a black blazer over a white blouse with a black grid pattern. She is smiling in front of a blurred office background with large windows.

Brittany Watson

Senior Client Service Associate
Man with short hair, beard, and glasses, wearing a gray suit, white shirt, and blue checkered tie, smiling against a blurred indoor background.

Isaac Wheaton

Senior Specialist, IT Enablement
A person wearing a brown headscarf and a black blazer smiles at the camera against a blurred blue background.

Brandy Wingo

Senior Client Service Associate
Smiling man with short hair and a beard, wearing a dark suit, white shirt, and green-striped tie, stands against a blurred background with circular light reflections.

David Bostater

Business Intelligence Analyst
A woman with long, wavy brown hair wearing a black blazer and white top smiles at the camera, with a blurred, modern office background.

Katie Bredlow

Client Service Associate
A woman with curly hair tied back, wearing a black and white striped sweater and a gold chain necklace, smiles at the camera. The background is blurred with blue and white tones.

Alex Brooks

Client Service Associate
A person with curly hair smiles at the camera, wearing a sleeveless green top. The background is softly blurred with bright lights.

Marah Burns

Client Service Associate
Smiling person wearing a checkered suit, white shirt, and patterned tie against a blurred background.

Tavon Caldwell

Operations Specialist
A person wearing a black blazer and polka dot shirt smiles in front of a blurred background with vertical and diagonal lines.

Chantelle Calhoun

Client Service Associate
A person with long brown hair is smiling, wearing a black and white striped blouse. The background is softly blurred with some round lights visible, creating a professional yet approachable atmosphere.

Megan A. Cashman

Client Service Associate
A woman with long red hair, wearing a black top, smiles at the camera. The background is softly blurred with blue and white tones, suggesting an indoor modern setting.

Lola Catoe

Client Service Associate
A smiling person with a neat hairstyle wearing a black blazer and a checkered shirt. The background is blurred with soft lighting, creating a professional and approachable appearance.

Lisa Chambers-Head

Client Service Associate
A person with shoulder-length hair is smiling, wearing a suit, a light blue shirt, and a patterned tie. The background is out of focus.

David Echard

IT Specialist
A woman with long brown hair and glasses smiles at the camera. She is wearing a gray plaid blazer and a white top. The background is softly blurred, suggesting an office or urban setting.

Rachel Engwall

Client Service Associate
A person with long blonde hair smiles at the camera. They are wearing a dark green shirt and small hoop earrings. The background is softly blurred, featuring light and abstract shapes, suggesting an indoor setting.

Ella Fendley

Marketing Associate
A smiling woman with long blonde hair and glasses, wearing a patterned top, standing in front of a blurred indoor background with soft lighting.

Darnell Foster

Client Service Associate
A woman with long brown hair wearing a gray blazer and black top smiles at the camera. The background is softly blurred with blue and white tones and circular lights.

Tammy Galusky

Client Onboarding Associate
Portrait of a smiling person with long dark hair, wearing a teal blazer and black top. The background is softly blurred.

Rochelle Glover-Jones

Client Service Associate
Smiling person with short gray hair wearing a black top and pearl necklace against a blurred background.

Cheryl Gomes

Administrative Specialist
A man with short brown hair and a beard is smiling, wearing a navy blazer and a checked shirt, in front of a blurred office background.

Michael Green

Client Service Associate
A woman with long dark hair is smiling, wearing a black blazer over a white top. The background is blurred with lights, giving a professional and airy atmosphere.

Italy Gutierrez

Operations Specialist
Portrait of a person wearing a light-colored blazer over a blue top and a necklace. They have short, dark hair and are smiling at the camera. The background is blurred.

Sarron Hazqiyal

Client Service Associate
A person with wavy, light brown hair and wearing a white top smiles at the camera. The background is blurred with soft lighting.

Kelly Ho

Client Service Associate
A person with long blonde hair and a warm smile is wearing a black blazer and a teal blouse. They are posed against a softly blurred background with circular light shapes, creating a professional appearance.

Emory Howell

Business Analyst
A person with long braided hair is smiling at the camera. They are wearing a patterned shirt against a blurred background.

Ayanna Hunter

Administrative Specialist
A woman with shoulder-length blonde hair, wearing a sleeveless black top and layered necklaces, smiling against a softly blurred background with bright lights.

Casey R. Jackman

Client Service Associate
Smiling person with long blonde hair wearing a plaid blazer and a white blouse. The background is softly blurred.

Shade Klepchick

Senior Associate, Family Office Services
A person with long brown hair is smiling and wearing a gray checkered blazer over a black top. The background is a blurred office setting with large windows.

Sarah Lane

Client Service Associate
A woman with straight, light brown hair, wearing a black blazer and a necklace, smiles at the camera with a blurred blue and white background.

Tanzi Leary

Client Service Associate
A man with short hair and a beard is smiling in a professional setting. He is wearing a light gray suit, a white shirt, and a pale pink tie. The background is softly blurred, suggesting an office or business environment.

Nik Malachowski

Performance Reporting Operations Specialist
A person with long braided hair smiles, wearing a dark green shirt. The background is softly blurred, featuring a gradient mix of light blue and white tones.

Jasmine N. McCammon

Specialist, Client Service Operations
Smiling person with long light brown hair wearing a blue top and black blazer against a blurred background.

Ashley Miller

Administrative Specialist
A person with long red hair and a green top smiles against a blurred background.

Hannah L. Mullins

HR Coordinator
A person with long hair smiles at the camera, wearing a white collared shirt. The background is softly blurred with lights, suggesting an indoor setting.

Blythe Moore

Client Service Associate
A man with short hair and a beard is smiling, wearing a dark suit, navy shirt, and patterned tie. He is standing against a blurred blue and white background.

Ryan Nottage

Client Service Associate
Vlada Popsui

Vlada Popsui

Client Service Associate
A person with long dark hair wearing glasses and a black and white patterned jacket smiles at the camera. The background is softly blurred with light and dark areas, suggesting an indoor setting.

Camryn Reddick

Client Service Associate
A person with short dark hair is smiling, wearing a maroon suit jacket and a white shirt. The background is softly blurred with bright lights and cool tones.

Saul Rodriguez

Client Service Associate
A woman with long dark hair and a beige blazer smiles, standing against a blurred background.

Vanessa Rodriguez

Client Service Associate

Naomi Rosales

Recruiting Coordinator
Smiling woman with long blonde hair wearing a black blazer and light blue shirt, standing in front of a blurred background with lights.

Tara Sack

Client Service Associate
A woman with short blonde hair and hoop earrings smiles at the camera. She is wearing a black, long-sleeve top. The background is softly blurred.

Randee Senseney

Front Desk Administrator
A person wearing glasses, a navy blouse, and a heart-shaped pendant necklace smiles at the camera. The background is a blurred teal and blue gradient.

Ada Smedley

Client Service Associate
A woman with long, curly blonde hair and a navy blue top smiles at the camera, standing in front of a blurred, modern indoor background with soft lighting.

Toni Staub

Client Service Associate
Woman with long hair, wearing a white sweater with black stripes and an owl pendant necklace, smiles in a softly blurred indoor setting.

Felicia M. Stringer

Client Service Associate
A young man with brown hair and glasses, wearing a dark suit, white shirt, and a patterned tie, smiles while standing against a blurred, bright background.

Brandon Taylor

Client Service Associate
A woman with long brown hair, wearing a black blazer and white blouse, smiles at the camera. The background is blurred with soft lights and a modern indoor setting.

Bailey Toms

Operations Analyst
A man with short dark hair and a beard is smiling. He is wearing a white shirt, a light-colored tie, and a dark suit jacket. The background is blurred, featuring soft lights and a modern setting.

Grayson Turnbull

Client Service Associate
A woman with long blonde hair smiles while wearing a black and white patterned top. She stands in front of a blurred background that suggests an office environment.

Stephanie Warner

Client Service Associate
A person with short hair smiles at the camera, wearing a black top. The background is softly blurred, creating a pleasant, professional atmosphere.

Sumayyah Wiggins

Client Service Associate