Connie has 22 years of experience in the financial & accounting industry. As a critical member of the support staff, Connie is responsible for enhancing the client experience and assisting in managing client service initiatives. She serves as a point of contact for clients in all matters of account administration and works diligently to exceed client expectations.
Some of her many responsibilities with OneGroup Wealth Partners include:
Onboarding of clients | Preparation of client reports | Morningstar research
She has incorporated her extensive administrative knowledge into her role of providing sales and service support to OneGroup Wealth Partners, as well as acting as the firm’s client liaison for ongoing client service matters.