Director of Client Services | email@example.com
What do you love most about being part of Burton Enright Welch?
As a team, we have the complementary skills needed to run a successful business. While we are all hardworking and driven, we place great value in a good balance between life and work. Having that balance makes me love my job more and makes me appreciate and respect the BEW partners who make it possible.
What Qualities of yours makes you Best-Suited to what you do?
Attending to clients' needs is challenging, enjoyable, and rewarding. My strong work ethic, reliability, accountability, and unwavering commitment to delivering high quality service enable me to perform my job well. I am very personable, caring, and approachable. I strive to get the job done accurately and timely.
What professional accomplishment are you most proud of?
I started working in the financial industry right out of college. I've worked for small, mid, and large companies, but size did not really matter. What mattered was what I learned, the opportunities to grow, the friendships I still keep, and whether my personal contributions were valued and rewarded.
One career highlight was being an early and instrumental contributor to a start-up third party investment platform. Helping the firm reach its first billion dollars in assets under management was so gratifying.
In my current position with BEW, servicing our clients' needs allows me a lot of opportunities to really make a difference in clients' lives. I'm very proud of that.
What do you love to do outside of work?
Spending quality time with my family and friends is a top priority. Our son's participation in multiple sports (lacrosse, flag football, soccer, track & field) keeps us very busy on the weekends. We still manage to enjoy other activities: going to the movies, eating out, attending Catholic mass, and partying with our friends. I have been known to enjoy a mojito or two.
What personal accomplishments are you most proud of?
It is a joy to be married to my husband, Henry, for 20 years and to raise our only child, Christopher, who turns 13 this year. Nurturing true friendships is also priceless.