Operations Specialist and Investment Assistant
In my role as an Operations Specialist and Investment Assistant, I work with both our clients and our custodians to ensure that the proper paperwork is submitted in order to assist with meeting our clients’ financial goals. I am also in touch with clients after meetings regarding any action items that may come up during meetings.
My goal is to ensure that our clients feel that their needs are heard and met at every step of the way along their financial journey. My passion for customer service drives me to improve efficiency and accuracy when completing any task on behalf of a client.
- Bedel Financial Consulting, Inc., Operations Specialist and Investment Assistant
- Charles Schwab, Associate Financial Services Professional
- Bachelor of Science, Financial Counseling and Planning, Purdue University