Client Service Specialist
With over 24 years of industry experience, Christy excels in operations and client services. She has led award-winning teams and pioneered technology solutions that have reshaped customer-business interactions. Christy graduated from UCLA majoring in Abnormal Psychology. Her insight into human behavior fuels exceptional client management. Her profound impact on the industry and rich personal passions define her remarkable journey.
Christy’s outdoor adventures with her husband and cherished moments with her grandchildren add depth to her dynamic character.
Areas of Expertise
- Connects with Clients for Amazing Account Servicing
- Assists in Investment Proposal Preparation and Analysis
- Coordinates New Client Onboarding and Transfers
Education and Licensing
- B.S. in Abnormal Psychology at UCLA