,FPQP®
As a Senior Client Service Specialist, Debbie supports clients and advisors through a broad range of service and operational responsibilities. Duties include processing account openings and transfers, handling money movements, preparing client documentation, coordinating with custodians, accountants, and other professionals, and maintaining client records and internal systems.
She manages workflows associated with client onboardings, review meetings, and estate-related processes, prepares reports and supporting documentation, and may attend client meetings in a technical or support capacity. Additional responsibilities include participating in special projects, supporting compliance-related testing activities, maintaining training materials, and assisting with the onboarding and training of team members.
When you’re not working you’re…?
I am a runner and run destination races with my son. I’m a Life Coach, I teach yoga, and I volunteer.
How do you do good in your community?
I walk dogs for neighbors who can’t get out and to keep our neighborhood tidy, I pick up any trash lying around so it doesn’t make its way into the lake.
Where did you grow up? Where do you live now?
I grew up outside Philadelphia. I now reside in Lake Norman, NC.
What’s a destination in the world that you aspire to visit?
There are many places on my list, but Portugal tops the list.
Financial Paraplanner Qualified Professional℠
Volunteer for many different organizations, top of the list are Animal and Human Rights organizations.
