Director of Client Services
Education & PhilanthropyShe joined the firm in 2004 and has her FINRA Operations Professional series 99 license. Previously, she worked for First Virginia Bank and BB&T as a Relationship Banker. Originally from Richmond, Virginia, she is a graduate of James Madison University with a Bachelor of Business Administration in finance. In her spare time, she enjoys traveling and wine tasting, and she is a regular at Orangetheory.
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