Client Services Associate
Dot joined our team in April 2022. Her primary responsibilities include preparing and processing paperwork for client transactions, maintaining customer relationship management database, and scheduling and preparing for client meetings. She also monitors and prepares distributions for IRAs and is the primary contact for coordinating with our operations team to research and resolve client inquires. Dot is focused on working with clients to build a relationship that provides them with confidence.
Dot’s previous work experience includes 19 years in accounting and building management in the real estate industry, and she worked at IBM for 13 years. Dot has a Bachelor of Science Degree from Iona College.
Dot lives in Briarcliff Manor with her husband Ken and two daughters, Caroline and Jessica. She enjoys hiking, skiing, exercising, watching football on Sunday, traveling and most of all, spending time with her family at the beach.