Paola ensures the administrative needs for each client’s accounts are handled accurately and quickly. With over 15 years in the financial industry, she has served as a Client Service Associate overseeing day to day account activity, from opening new accounts and updating account information to managing asset movements and answering questions about client statements. Paola earned her Bachelor’s degree in Psychology from Cesar Vallejo Private University in Peru.
Paola grew up in Trujillo, Peru, and moved to Charlotte in 2004. She now lives in Pineville, North Carolina. Outside the office, she enjoys swimming, Zumba classes and time spent outdoors.