Bernadette serves as the point person for all operational matters regarding our clients, such as opening accounts, document origination, incoming transfers, and account payouts. Her skills and experience are vital in helping us provide a seamless experience for our clients.
She has more than 18 years of experience in the financial services industry, and began her career with Morgan Stanley in 1997.
Bernadette is a graduate of LaSalle College, and was born and raised in Drexel Hill, Pennsylvania. In her free time, she enjoys excursions to the Jersey Shore.