Erin Guarnieri
Client Services
- Role
- Investor Services Specialist at Origin Investments
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Erin Guarnieri
I specialize in providing exceptional support to ultra-high-net-worth individuals and RIA…
Experience
Investor Services Specialist
Feb 2024 — Present · Chicago, IL, US
I own and manage the investor experience for high-net-worth investors and RIA advisors, driving a high-touch experience through proactive relationship management and tailored client solutions. I lead all aspects of account administration—including onboarding, assignments of interest, capital calls, money movements, and closures—ensuring accuracy, efficiency, and compliance. I build relationships with each investor and look forward to supporting their investment objectives. Employee of the Month - May 2025
Education
University of Wisconsin-Madison
Bachelor of Arts - BA
2014 — 2018
University of Wisconsin-Madison
Master of Science - MS
2018 — 2019
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