,MBA, FPQP®
As a Senior Client Service Specialist, Beth 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.
What has been a particularly rewarding moment in your career?
I am so fortunate that my job has a continuous stream of rewarding moments. Assisting clients and building relationships has been the best part of my career.
When you’re not working you’re…?
Spending time with my daughter and our two Labrador retrievers, playing tennis, walking, and reading.
Where did you grow up? Where do you live now?
I grew up in Bethpage, New York on Long Island. With stops in Ann Arbor, Michigan for college, Millersville, Maryland and Hermosa Beach, California. I now reside in West Chester, PA where I have lived for 21 years.
What’s a destination in the world that you aspire to visit?
I had to cancel a cruise to Alaska in 2020 due to COVID but I am hoping to reschedule for 2022. A bucket list destination is Australia.
Financial Paraplanner Qualified Professional™
New York University, MBA, Finance
University of Michigan
