Camille has been dedicated to delivering a quality client experience for more than three decades. Our clients value Camille’s friendliness and vibrant personality. “They tell me they can hear the smile in my voice when I answer the phone,” Camille says. “They also appreciate my quick response to their emails. My goal has always been to make their lives easier.”
Her accuracy, efficiency and professionalism are evident in every task she takes on – and there are many. They include processing ACH transfers; wire transfers; required minimum distributions and charitable donations; reviewing accounts and ensuring funds are there for clients who receive monthly transfers; journaling funds and issuing checks; processing paperwork; placing indications for IPOs; and assisting clients with accessing their accounts online.
As our trading coordinator, she manages orders and executes trades in stocks, funds, options and bonds. She coordinates portfolio changes initiated by our advisors, rebalances and maintains client investment strategies, and conducts a review of accounts to identify and resolve any debits or trading errors.
Camille has more than 33 years of financial industry experience. She began working with our team in 2002 and transitioned with us to Raymond James in 2014. Earlier in her career, she worked in the Chicago offices of several prominent financial firms, including Bear Stearns, J.P. Morgan, Chicago Corporation/ABN AMRO Clearing and the Pershing Division of DLJ Securities.
Camille holds Series 7 and 63 securities licenses and has an associate degree in applied science from Olive-Harvey College in Chicago, where she graduated cum laude.
Originally from Chicago, Camille lives in Dyer, Indiana, with her husband, Michael. They have three daughters, Mia, Danielle and Michele. In her free time, Camille enjoys cooking, recipe sharing, traveling, watching movies, concerts and live comedy shows, going to church and spending time with the family.