Client Service Associate
Andrea works closely with the wealth managers to create and update client financial plans. She also assists onboarding, account integration, reporting, trading as well as general administrative support.
When you’re not working you’re…?
Exercising, volunteering, getting together with friends, going out to eat, going away for the weekend and spending time at the DE & MD shore.
How do you do good in your community?
I am passionate about “giving back”. I volunteer for various nonprofit organizations including “Girls on the Run”, “Manna on Main Street” (local food bank) and “Special Equestrians”. I also participate in fundraising activities and events.
Where did you grow up? Where do you live now?
I grew up in Greenwich, CT (Old Greenwich). I currently live in North Wales, PA ,about 30 miles north of Philadelphia.
What’s a destination in the world that you aspire to visit?
My husband and I would love to visit Italy. Our trip would definitely include several days on the Amalfi coast!