Provides exceptional client service support to the Vice President of Client Operations and WealthCoaches™.
Researches and educates on vital information and solutions available for a wide range of complex issues, creating custom tailored experience that exceeds each of our clients’ needs.
Coordinates and works with a network of resources from insurance, mortgage, and estate planning professionals as well as Social Security to help to ensure that our clients are well taken care of in all areas of their financial lives.
Ciccarelli Advisory Services
Client Service Associate for Financial Advisors
Responsible for supporting multiple financial advisors with client service and administrative support needs.
Fashion Institute of Technology, NYC – Bachelor of Science in Production Management