Strategic – Empathy – Relator – Communication – Restorative
Angie serves as our Senior Client Service Specialist, working closely with both the financial advisors, as well as new and existing clients to ensure all requests and needs are being met. This includes new client onboarding, opening new accounts, existing account maintenance, and any other need a client a may have. Angie is also responsible for helping to evaluate and refine internal processes for a wide range of client service issues, as we are always looking for ways to make things better!
Of all the values we strive to live each day, Angie relates to “teamwork” on a daily basis. “Teamwork is the thread that connects all of us together, and keeps us focused on why we are here. As a team, our goal is to serve each other and our clients, and we live and breathe this value each day. Being part of a team that truly embraces this value is what makes us great, and allows us to help our clients, and each other live great lives!”
Angie attended The Ohio State University, before beginning a long, and rewarding career in the Financial Services Industry. Angie has spent more than 20 years serving clients in a wide range of roles. Most recently, Angie spent 15 years working for Bank One and Chase in consumer banking management positions, and then spending a brief amount of time in a product owner position.
Angie and her husband Shane, live in Blacklick, with their son—Carson, and their new puppy, Flanagan. Angie loves to exercise, travel, try out new restaurants, and most importantly, spend time with her family and friends.