As a Senior Client Service Associate at ARS Investment Partners, I am responsible for responding to client calls and emails, managing asset movements, account opening and maintenance, account updates, and handling all associated documentation. With over 5 years of experience in the financial services industry, I am dedicated to providing efficient and prompt service to meet our clients' needs.
My educational background includes an Associate of Arts degree from Norwalk Community College, which I obtained in May 2018, and a Bachelor of Arts in Human Development & Family Sciences with a minor in Psychology from the University of Connecticut, completed in May 2021. Currently, I am enrolled in Boston University's Certified Financial Planner education program and expect to complete my coursework in August 2025.
One of the most rewarding aspects of my job is being introduced to and getting to know so many new people from different walks of life. I believe that the greatest value I can provide for our clients is my efficiency and ability to promptly address their needs, ensuring a smooth and satisfying experience.
I currently live in my hometown of Stamford, Connecticut. In my free time, I enjoy caring for over 25 houseplants and spending time outdoors with my dog, Ellie. I have a special place in my heart for honeybees and hope to have a hive of my own someday. Nature is incredibly healing for me, so I try to get outside as often as I can. When the weather is bad or the sun goes down, I love playing "cozy" video games like Animal Crossing, Stardew Valley, and The Sims.