Lucy A. Rosario
Client Services Account Manager @Capstone Financial Advisors Inc
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WORK HISTORY
Client Services Account Manager @Capstone Financial Advisors Inc
Downers Grove, IL, US
Serves as primary point of contact, portfolio administration, business development, meeting prep, client on-boarding, CRM/Salesforce, document management, Financial Advisor support with cash management, tax services, compliance, liaison between clients, custodial account services (Charles Schwab & Co.) and multiple intermediaries, Operations group leader in developing best practices and business processes.
EDUCATION
Boston University
Economics
ABOUT LUCY A. ROSARIO
Twenty years+ Experienced Client Services/ Financial Paraplanner with a demonstrated…
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