Seasoned Private Client Relationship Manager with over 20 years of Leadership and Financial Industry experience. She serves as a senior vice president private client relationship manager for a portfolio of high-net-worth individuals, including, but not limited to Private Equity, Attorneys, CPAs, Real Estate Investors, Physicians & entrepreneurs. 

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She has extensive knowledge of Salesforce CRM system and Ncino as a user and leader apart of multiple workstreams to help customizations. She has been involved in center of excellence committees that drive management improvements and is the liaison for strategy and process efficiency groups for wealth management/private client & other line of business channels.