I graduated from Merrimack College and have spent over 25 years working in the financial industry. My role as Practice Investment Case Manager means I handle something most clients never see but absolutely rely on: making sure their investment and annuity cases are processed correctly from start to finish.
When you decide to move forward with an investment strategy or purchase an annuity, there's a significant amount of work that happens behind the scenes. Paperwork needs to be accurate. Accounts need to be opened properly. Transfers need to be coordinated. Compliance requirements need to be met. That's where I come in. I oversee the onboarding and processing of these cases, working to make sure everything is handled efficiently and correctly so clients can focus on their goals rather than administrative details.
The financial industry has a lot of moving parts, and my job is to keep those parts moving smoothly for our clients and our team.