As the Operations Manager at Boston Premier Wealth, I provide comprehensive support to the firm in all aspects of business operations, while also engaging and supporting our valued clients. With over 28 years of experience in the financial services industry, I specialize in client services, budgeting, and bookkeeping. Prior to joining Boston Premier Wealth, I had the privilege of working at State Street Bank and Trust Company, where I served as an assistant vice president of fund administration. I hold a bachelor's degree in accounting from Babson College, with a minor in management information systems.
I am motivated by the opportunity to help clients work towards their financial goals and aspirations. I find immense satisfaction in being a friendly voice and utilizing my knowledge and years of experience in the mutual funds and financial industry. My role is to provide general support and assist clients in navigating their financial journey.
Outside of work, I reside in Braintree, Massachusetts, with my husband, Paul, our two boys, Evan and Noah, our dog, Duchess, and our cat, Lynda. I actively volunteer at our church and contribute my time to my children's school. During my leisure time, I enjoy indulging in nice dinners, spending quality time with my family and friends, and embarking on vacations, particularly to Disney and on cruise ships. I also love going to the gym and taking leisurely walks with my dog.