Since joining Thomson Financial Management in 2005, I’ve enjoyed being the initial point of contact for clients and being there to assist with all inquiries from scheduling meetings to transferring accounts.
As Client Services Associate, I enjoy working as a team to ensure that our clients are looked after and are well informed about their investments. I take pride in ensuring that all requests are handled accurately, efficiently and in a timely manner.
Prior to joining Thomson Financial Management, I was an information security analyst for Travelers Life & Annuity in Connecticut and held various information technology related positions in the United Kingdom. I hold a bachelor's degree in Business Information Technology from the University of Westminster, London. I have acquired my Series 7 securities registration held through First Allied Securities and my Massachusetts Insurance license. I enjoy reading and taking walks with my husband Ray and our two children.