Bonnie Koch
Client Services Associate @Diamond Point Wealth Partners
North Brunswick, NJ, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Nov 2021 — Present
Client Services Associate @Diamond Point Wealth Partners
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Needham, MA, US
My primary role is to build & maintain strong relationships with clients, understanding their needs & preferences to provide personalized service for a financial advisory practice with Centinel Financial Group as the OSJ. Responsibilities also include marketing, operations, account management & client onboarding.
EDUCATION
N/A
Boston University
Bachelor’s Degree
N/A
Boston University
London Internship Programme
ABOUT BONNIE KOCH
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