,MBA
As a Client Service Associate, Suzie supports Client Service Specialists and Advisors through a range of administrative and operational responsibilities. Duties include assisting with account openings, processing money movements, coordinating with custodians, accountants, and other professionals, maintaining client records, tracking task completion, and updating internal systems with client information.
She also prepares materials for client and prospect meetings, organizes client documentation, and supports office operations by greeting visitors and managing incoming calls. Suzie performs assigned responsibilities in accordance with firm policies and procedures and maintains the confidentiality of client information.
What do you enjoy doing outside of work?
Outside of work, I enjoy live music, interior design, singing, cooking, and spending time with friends and family.
Where did you grow up? Where do you live now?
I grew up in Orange County, CA and never moved away. Orange County lifer.
What’s a destination in the world that you aspire to visit?
Anywhere with forests, Victorian homes, and castles.
How do you caffeinate?
Black coffee.
University of California, Irvine,
BA, Sociology
California State University, Fullerton,
Master of Business Administration
