Executive Assistant for David Sentnor and Alan Simms
Personal Statement: With 25 years of experience in the financial services industry, I work closely with and support the clients of David Sentnor and Alan Simms. I am responsible for client requests, including account maintenance, disbursement requests, executing trades in customer accounts and maintaining our client database.
Employment History: Prior to joining the firm in 2005, I spent several years as an assistant to various financial advisors. I also have experience working for a broker-dealer as well as in Estate Planning for an insurance company.
Credentials: Series 11, 63
Hobbies & Interests: In my free time, I enjoy reading (favorite book is To Kill A Mockingbird), music (favorite band is Foreigner, I'm a KSHE girl), being in nature and spending time with my three adult sons and two grandsons.