CLIENT SERVICE ASSOCIATE
MY FINANCIAL SERVICES CAREER BEGAN IN 2016
I began my work at Private Vista in 2016 as an administrative assistant, and since then I have enjoyed learning about the fast-paced financial investment industry. More recently I was able to transition into the role of Client Service Associate where my day-to-day includes working alongside the friendly and complex group of professionals at Private Vista. Working with this group has turned my learning experience into a gratifying journey.
MY PRIVATE VISTA
I enjoy entertaining! A day or weekend spent with family and friends tops My Private Vista. On any given day I can be found outside in my garden – planting, watering or weeding – it doesn’t feel like work to me. I’m fortunate to look out my windows every day and delight in the view of Lake Maxinkuckee.
COMMUNITY
Activist, Lake Maxinkuckee Environmental Council
Activist, Marshall County Indiana Humane Society
EDUCATION
Bachelor’s Degree in Business Administration, Illinois State University