Client Relations Coordinator
Christine Flynn joined the firm in January 2019. She brings nearly 3 decades of experience in investment administration with her.
In her new role as Client Implementation Concierge, Christine works side by side with the team to ensure the client experience is flawless. She is responsible to guide clients through our processes.
She also assists with clients' financial transactions as needed.
Christine holds New Jersey Life & Health Insurances licenses, as well as the Series 65 Securities License.
Christine is the proud mother of two young adults - Katryn and Wesley. With her expertise and support we are confident to serve our clients better and more efficiently.