Alexandra Osullivan
Client Relationship Specialist @Apella Wealth
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WORK HISTORY
Client Relationship Specialist @Apella Wealth
Glastonbury, CT, US
EDUCATION
Central Connecticut State University
Bachelor's degree, Biology, General
ABOUT ALEXANDRA OSULLIVAN
I am a Lead Client Relationship Specialist based in West Hartford, CT, where I support our advisory team by ensuring every client receives an exceptional, personalized experience. In addition to my client facing role, I serve as Team Lead for East Coast Operations, overseeing workflow consistency, communication, and service excellence. I developed and lead our monthly Operations Study Group, a collaborative forum that has become central to strengthening communication, elevating service standards, and enhancing the overall client experience. I’m passionate about building streamlined processes, supporting team growth, and fostering a culture where operational excellence directly translates into stronger client relationships. Above all, I believe clients deserve more than financial guidance they deserve a team that genuinely knows them, cares about their goals, and provides support at every stage of their lives. My work is driven by this commitment: pairing high quality service with authentic, long term connection.
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