About
Peggy
Peggy provides a broad range of client services and operational support for a team of wealth advisors. She is responsible for assisting clients and advisors with their transactional account needs. Peggy has had a diverse career in client services working in advertising, the airline industry, and financial services.
Traveling, particularly European travel, brings great joy to her life, as does anything related to being in, on, and around the water with her husband, friends, and Golden Retriever, Holly.
Education and Professional Milestones
-Providence College - BA
-Has held roles in investor services in the alternatives space at U.S. Trust Bank of America, with Deutsche Bank, and with RSM LLC
-Worked in London for five years
Peggy provides a broad range of client services and operational support for a team of wealth advisors. She is responsible for assisting clients and advisors with their transactional account needs. Peggy has had a diverse career in client services working in advertising, the airline industry, and financial services.
Traveling, particularly European travel, brings great joy to her life, as does anything related to being in, on, and around the water with her husband, friends, and Golden Retriever, Holly.
Education and Professional Milestones
-Providence College - BA
-Has held roles in investor services in the alternatives space at U.S. Trust Bank of America, with Deutsche Bank, and with RSM LLC
-Worked in London for five years