Client Services & Marketing Associate
Dessy joined the firm in mid-2015. She takes care of creating websites and marketing materials for on-boarding advisers. Working directly with advisers to make sure client accounts are taken care of and working closely with advisers to create detailed financial plans to best fit the needs of a client is another part of her responsibility.
She has a Masters in Business Administration, a paralegal certification, and has taken the Series 65 Uniform Examination. Her hobbies outside of work include reading, spending time with friends & family, and playing volleyball.