Senior Client Associate
Connie has over 23 years experience in the financial industry. Having worked as assistant controller for a boutique investment/arbitrage firm, she has been with Wells Fargo Advisors and its predecessor firms for over 20 years. She has been responsible for various office functions including cashiering, office administrative duties and as Client Associate for several advisors.
Connie is extremely capable of handling all the administrative needs of our clients and does it with a smile.