Associate, Client Service and Operations
In the Fall of 2019, I graduated from Kent State University where I majored in Finance and minored in Accounting. During my time at Kent State, I interned for a local wealth management firm specializing in 401(k)s and other Qualified Plans. Upon my graduation I accepted a full-time position as Operations Associate where I assisted with day-to-day participant needs.
I joined Fairway in January of 2022 as a Client Service/Operations Associate to help support and facilitate account opening, account maintenance, money movement, and the onboarding of new clients. I work in conjunction with custodians and brokers to ensure that all client needs are met in a timely and efficient manner.
I currently reside in Lakewood and enjoy spending my free time attending Cleveland sports games and golfing when the weather will allow it.