As an experienced and versatile Client Service Associate, Vanessa oversees all areas of client administration for our private client group. She leverages her excellent communication and interpersonal skills to deliver a positive experience with every client interaction. While Vanessa’s primary focus is assisting clients with day to day administrative requests, she also helps to streamline our teams policies and procedures to improve organizational efficiency.
Vanessa is a Native New Yorker, born and raised while later attending New York’s Parsons School of Design. It was also at this young age that she embarked on a personal journey of healthy living, a passion that resulted in multiple opportunities as a health and fitness professional. She attributes her desire to helping others to her time spent in the fitness industry and in 2019, while looking for a new passion, she brought her ambition and positive drive to the Financial Services industry. Vanessa now resides in Delray Beach, FL where she still enjoys staying active with yoga, tennis and long walks with her dog Bowie.