, AAMS®
As a Client Service Team Lead, Alicia provides client service support while overseeing the daily activities of a designated group of client service team members. Responsibilities include supporting advisors and clients, administering service processes and workflows, processing account-related requests, coordinating with custodians, accountants, and other professionals, and assisting with the preparation of client meeting materials.
In a leadership capacity, she oversees team workflows, participates in special projects, assists with onboarding and training team members, maintains training materials, and supports compliance-related testing activities. Alicia may attend client meetings in a technical or support capacity and monitors assigned client service functions for adherence to firm procedures.
What do you enjoy most about working at Modera?
The camaraderie, culture and sense of family that I feel with both colleagues and clients.
When you’re not working you’re…
Spending time with family, particularly my daughter Keegan and son Donovan. When I am not with my family or challenging the kids to some hockey or hoops outside, I enjoy reading, cooking and playing guitar.
Where did you grow up? Where do you live now?
I grew up in Boston and have recently moved to Salem, NH. While my heart will always be in and with Boston, Salem is proving to be a wonderful community that my kids and I absolutely adore.
What’s a destination in the world that you aspire to visit?
Domestically, I would love to drive clear across the country, zig-zagging into as many different places as I can to experience all of the wonderfully unique regions that help make us who we are as a whole. As far as my bucket list goes, I would love to visit Pompeii as well as the Colosseum.
Accredited Asset Management Specialist®
University of Wisconsin
University of Massachusetts
