Client Care/Operations/HR

Client Care/Operations/HR

Experienced Staff Focused On Delivering a Great Client Experience

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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 Operations
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 Operations
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

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

Miri Maxon

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

Melissa A. Baron

Senior Specialist, Client Service 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 Specialist, Client Service Operations
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 Specialist, Client Service Operations
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 Specialist, Client Service Operations
Katherine Brown

Katherine Jaynes

Senior Specialist, Client Service Operations
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 Specialist, Client Service Operations
Lauren Mason

Lauren Mason

Senior Specialist, Client Service Operations
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 Specialist, Client Service Operations
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 Specialist, Client Service Operations
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 Specialist, Client Service Operations
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 Specialist, Client Service Operations
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 Specialist, HB Family Office
A woman with long brown hair and earrings smiles while wearing a beige blazer over a black top. The background is softly blurred, creating a professional atmosphere.

Rachel Waldron

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

Brandy Wingo

Senior Specialist, Client Service Operations
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

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

Marah Burns

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

Chantelle Calhoun

Specialist, Client Service Operations
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

Specialist, Client Service Operations
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

Specialist, Client Service Operations
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

Specialist, Client Service Operations
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

Specialist, Client Service Operations
A person with long brown hair smiles, wearing a white shirt and a necklace with a pendant. The background is softly blurred, featuring soft lights and a modern, neutral-toned setting.

Taylor Fiffie

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

Rochelle Glover-Jones

Specialist, Client Service Operations
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

Specialist, Client Service Operations
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

Specialist, Client Service Operations
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

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

Shade Klepchick

Specialist, Client Service Operations
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

Specialist, Client Service Operations
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

Specialist, Client Service Operations
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

Specialist, Client Service Operations
Vlada Popsui

Vlada Popsui

Specialist, Client Service Operations
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

Specialist, Client Service Operations
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

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

Vanessa Rodriguez

Specialist, Client Service Operations
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

Specialist, Client Service Operations
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

Specialist, Client Service Operations
A smiling woman with long, wavy brown hair is wearing a black blazer over a white top. She stands in front of a softly blurred background with lights, giving a professional, cheerful appearance.

Courtney Stephens

Specialist, Client Service Operations
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

Specialist, Client Service Operations
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

Specialist, Client Service Operations
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

Specialist, Client Service Operations
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

Specialist, Client Service Operations
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

Specialist, Client Service Operations