Torey Preston
Director, Client Service at Aaron Wealth Advisors
- Role
- Director, Client Service at Aaron Wealth Advisors
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Torey Preston
Torey Preston is Director, Client Service for Aaron Wealth Advisors. In this role, she is responsible for managing our dedicated client service team through the optimization of workflows, execution of complex wealth management solutions, and development of best practices for client experience and relationships.Prior to joining Aaron Wealth, Torey was a Client Service Administrator with RMB Capital. During her tenure, she was involved in handling the daily operations for client relationships. In addition, she assisted advisors during the onboarding process and was responsible for training new employees on client service and administrative operations.Torey graduated from Lake Forest College with a Bachelor of Arts in International Relations. While at Lake Forest College she was on the NCAA women’s ice hockey team. In her free time, she enjoys sports, her dogs, and spending time with her family. Torey currently volunteers her time coaching girls hockey.
Experience
Director, Client Service
Dec 2023 — Present
Education
Lake Forest College
BA in International Relations and Affairs;, Minor in Asian Studies-Chinese Concentrated; Minor in Islamic World Studies
2011 — 2015
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.