As TandemGrowth Financial Advisors, LLC’s client experience associate, Victoria works closely with new and existing clients to help ensure proper plan implementation and maintenance of each client account. This includes helping to transition new clients, managing asset transfers, maintaining client accounts, helping the team prepare for client meetings, and developing financial planning and investment management reports. Victoria also serves as the intermediary with Fidelity, TandemGrowth, LLC’s custodian.
In addition to bringing a wealth of valuable experience in investment management and operations to the firm, Victoria’s skills in client service, compliance, and day-to-day operations are particularly valuable in supporting our efforts to deliver personalized, high-touch service to every client.
Before joining TandemGrowth, Victoria served as the assistant vice president of risk management/program trading at Merrill Lynch Capital Markets, and as a licensed advisor with New York Life. Victoria holds a bachelor’s degree of science in Accounting from Norwich University, the nation’s oldest private military academy.