Mina 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.
When you’re not working you’re…?
Traveling or exploring new places around Charlotte. North Carolina has so much to offer, whether it’s the beach of the mountains!
What’s the best career advice you ever got?
Always be reliable, whether to clients or co-workers. It is important to honor your word by showing up or completing tasks when you say you will.
Where did you grow up? Where do you live now?
I grew up at the beach in Ocean City, NJ. After attending college at Rutgers University, I moved to Philadelphia and lived there for 4 years. At the beginning of 2022 I spontaneously decided to move to Charlotte, NC sight unseen! It has been an adventure, but everyone has been so friendly, and the city is beautiful.
How do you caffeinate?
Iced coffee year-round!
6101 Carnegie Blvd Suite 220 Charlotte, NC 28209
6700 Fairview Rd., Suite 360 Charlotte, NC 28210
704-358-3322
Rutgers University, B.A., Economics
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