Over the last decade that I’ve been working in financial services, I’ve had the opportunity to work on the private wealth management side as well as in commercial banking. What I enjoy most is working with individuals. I love helping people and developing close relationships with clients who are working toward their life goals.
I’ve spent almost my entire career in the banking sector, most recently with a large global financial services provider. In private wealth management I provided support to advisors and serviced ultra-high net worth clients. During my stint in commercial banking, I worked primarily with CFOs and Treasurers of middle market companies.
I find that I am most skilled in client interactions. I like to take care of people, and to create relationships where people feel they're in good hands. I want my clients to know that I can be their first call, that I am organized and responsible for following through on their needs.
I love working among people especially in a team environment. It’s so important to enjoy the people you work with, which is one of the things that drew me to Beck Bode. From the start, I had a good feeling about this firm, and I decided to follow it. I’m excited about growing here. I also appreciate the warm culture, the family focus, and the understanding for a balance between work and home.
The role of Client Relationship Manager brings me back to my hometown of Newport, Rhode Island, where my husband and I are in the process of building our first home. I’m a proud Clemson University alumna, and love to watch Clemson football games when time permits (kids!!).
We have two young boys who keep our lives busy and fun.