Senior Specialist, Client Service Operations
Pittsburgh, PA
Tampa
Marjorie joined Homrich Berg in September 2024 as a Senior Client Service Operations Specialist within our HB Family Office division. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.
Before joining HB, she worked for Truist Wealth Management (previously SunTrust Bank) for 23 years providing client service and support.
Marjorie enjoys gardening, reading, and trying new recipes.
Marjorie joined Homrich Berg in September 2024 as a Senior Client Service Operations Specialist within our HB Family Office division. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.
Before joining HB, she worked for Truist Wealth Management (previously SunTrust Bank) for 23 years providing client service and support.
Marjorie enjoys gardening, reading, and trying new recipes.
Pittsburgh, PA
Tampa