CUSTOMER SERVICE ASSOCIATE
MY FINANCIAL SERVICES CAREER BEGAN IN 1993
After many years in the banking industry, I shifted to wealth management in 2002. I oversee the administrative functions and manage daily operations in our Oak Brook office as well as taking on the role as a liaison for our institutional custodians. I am proud of the strong relationships I’ve built through my daily interactions with clients, ensuring that their needs are met promptly. I also enjoy the fast pace, demands and challenges my job brings me every day.
MY PRIVATE VISTA
The more time I can spend with my three children, their spouses and my eight grandchildren, the better! I love to knit and crochet, and look forward to developing my newest hobby — machine embroidery. I am a big sports fan and enjoy watching all sports on TV as well as attending a sporting event whenever I can, especially my grandchildren’s sporting events! I also love nature and I am actively teaching our grandchildren about it all the time.