Gracie Colombo
Client Operations Associate @Fisher Investments
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WORK HISTORY
Client Operations Associate @Fisher Investments
Tampa, FL, US
Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment. Partner directly with our custodians to assist with administrative and operational tasks.Help Investment Counsellors with relationship management by working with existing clients on operational inquiries. Support salespeople and help produce reports based on the current situation of prospective clients. Be a direct contact or expert in multiple subjects.
EDUCATION
Charlotte Latin School
High School Diploma
University of Tampa
Bachelor of Science - BS
ABOUT GRACIE COLOMBO
Finance graduate from the University of Tampa’s John H. Sykes College of Business and…
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