Minnie is responsible for all of the day-to-day aspects of client relationship service. She handles new account processing, transfers, ongoing account maintenance and overall support to the team’s advisors. She holds Series 7 and 63 licenses, and has been in the financial services industry since 1999.
Prior to joining our team in 2015, Minnie was a Registered Sales Associate with Oppenheimer for four years. Earlier in her career, she worked at Morgan Stanley Smith Barney. Minnie earned a bachelor’s degree in finance from DePaul University. She is married and resides in Park Ridge with her two children.