Salome is responsible for scheduling and preparing annual reviews for clients, preparing client paperwork, including new account and transfer forms, and acting as a liaison between the firm’s wealth management team and the custodians’ client service departments.
What has been a particularly rewarding moment in your career?
Coming to a new company with a culture that encourages and recognizes hard work and dedication.
What’s the best career advice you ever got?
Change is good, take a chance; spread your wings and you will fly.
Where did you grow up? Where do you live now?
I grew up in Kingston, Jamaica, I now live in Jonesboro, GA.
What’s a destination in the world that you aspire to visit?
Visiting Italy and Spain is on my bucket list.
