Client Care/Operations/HR
Experienced Staff Focused On Delivering a Great Client Experience
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Corey Beezhold
Trading Manager
Courtney Christy
Manager, Client Service Operations
Lee Earhart
Sr. Specialist, Client Service Operations
Kerry Gordon
Manager, Client Service Operations
April Jones
Senior Manager, Office and Events
Emilee Kersten
Manager, Client Service Operations
Kathy Malkowski
Executive Recruiter
Lainey McLellan
Senior Manager, Client Service Operations
Leslie Nolen
Manager, Client Service Operations
Michelle Padron
Project Manager
Danny Reagan
Risk and Compliance Analyst
Teri Sebastian
Manager, Operations
Brian Szabela
Business Process Manager
Kelsey Waite
Manager, Client Service Operations
Sara Whipple
Manager, Client Service Operations
LaToyia Williams
Bill Pay Manager
Syeda Ahmed
Operations Specialist
Kathryn Bernardini
Specialist, Client Service Operations
Katie Bigley
Senior Operations Specialist
Sheila Bozeman
Specialist, Client Service Operations
Katherine Brown
Specialist, Client Service Operations
Charles Bullock
Sr. Specialist, Client Service Operations
Tavon Caldwell
Operations Specialist
Chantelle Calhoun
Specialist, Client Service Operations
David Echard
IT Specialist
Rachel Engwall
Specialist, Client Service Operations
Michael Fernandez
Specialist, Client Service Operations
Rochelle Glover-Jones
Specialist, Client Service Operations
Cheryl Gomes
Administrative Specialist
Sarron Hagos
Specialist, Client Service Operations
J.R. Hammonds-Swain
Sr. Specialist, Client Service Operations
Karizma Harris
Specialist, Client Service Operations
Anneyah Hilaire
Administrative Specialist
Ayanna Hunter
Administrative Specialist
Megan Jackson
Operations Specialist
Shade Klepchick
Specialist, Client Service Operations
Kimberly Landry
Sr. Specialist, Client Service Operations
Lauren Mason
Specialist, Client Service Operations
Caroline Maughon
Sr. Specialist, Client Service Operations
Ryan Nottage
Specialist, Client Service Operations
Vlada Popsui
Administrative Specialist
Xanthe Robinson
Specialist, Client Service Operations
Christina Rotolo
Sr. Specialist, Client Service Operations
Teri Schanen
Sr. Specialist, Client Service Operations
Randee Senseney
Front Desk Administrator
Ada Smedley
Specialist, Client Service Operations
Emily Smith
Family Office Specialist
Ana Stella
Specialist, Client Service Operations
Daynna Stewart
Specialist, Client Service Operations
Maggie Sudholt
Senior HR Specialist
Nick Thompson
Senior Systems Administrator
Rachel Waldron
Sr. Specialist, Client Service Operations
Brittany Watson
Sr. Specialist, Client Service Operations
Sumayyah Wiggins
Specialist, Client Service Operations
Brandy Wingo
Specialist, Client Service Operations