With over two years of experience as a Client Specialist with LPL Financial, I am committed to providing dedicated support to both you and your clients. I joined LPL in 2021, eager to leverage my experience in the Admin Solutions Program to enhance the services we offer. Working directly with you, I am part of a team of admins focused on efficiently completing tasks and ensuring seamless operations.
My educational background includes a Bachelor of Science in Computer/Management Information Systems from Virginia State University. This education has equipped me with a solid foundation in technology and management, which I utilize to streamline processes and deliver top-notch service. However, please note that activities requiring FINRA registrations are not within my scope.
On a personal note, I am a proud Virginia native now residing in Charlotte, NC. I cherish the opportunity to be outdoors whenever the weather is agreeable, and I find joy in spending quality time with family. Discovering new activities around the area, sharing laughter, and simply having fun are essential aspects of my life. These personal interests not only bring balance to my life but also enrich my approach to my work, allowing me to bring a well-rounded perspective to my role. I am here to support you and your clients in achieving your financial goals, providing the dedicated assistance you need every step of the way.