About Christie
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.
CONTACT
858 Washington St. Suite 100 Dedham, MA 02026
invest@beckbode.com
(617) 209–2224
(617) 249–0298
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