About Edna
Edna joined the firm in 2008 as a Trade Specialist and is currently on the Client Service Team. Her responsibilities include assisting with portfolio monitoring, rebalancing, investing, distributions, and disbursements. Previously, Edna was in the accounting field at the New York City Comptroller’s Office and in the banking industry at Patriot National Bank. She has more than seventeen years of experience in client services in addition to seven years as a Paralegal. Edna holds a Joint AS in Accounting & Computer Science and a Paralegal Certificate from the New York Paralegal School.
When Edna isn’t in the office, she enjoys dancing and spending time with family and friends.
Edna joined the firm in 2008 as a Trade Specialist and is currently on the Client Service Team. Her responsibilities include assisting with portfolio monitoring, rebalancing, investing, distributions, and disbursements. Previously, Edna was in the accounting field at the New York City Comptroller’s Office and in the banking industry at Patriot National Bank. She has more than seventeen years of experience in client services in addition to seven years as a Paralegal. Edna holds a Joint AS in Accounting & Computer Science and a Paralegal Certificate from the New York Paralegal School.
When Edna isn’t in the office, she enjoys dancing and spending time with family and friends.