A team approach
Our people collaborate to deliver highly personalized service to you.
Team member name and title
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Kathleen began working in the financial industry in 1981. As a Client Service Administrator, Kathleen establishes new accounts and addresses the ongoing operational needs of her team’s clients. An active member of her community, Kathleen has organized groups for Habitat for Humanity home-building projects and volunteered her time and experience toward fundraising and strategic planning initiatives for St. Rose of Lima School, where her children are currently enrolled. Kathleen is a graduate of Georgian Court University.