As the Data Integrity Associate at PartnersInWealth I am responsible for the accuracy of all data associated with client accounts. I also facilitate many client service requests like the transfer of funds between client accounts.
Before joining PartnersInWealth I spent two years as a coordinator for a home health care firm. My job here has me using my business education more intensely and learning more and more about the world of finance. I go from interacting with people when they enter our offices, to helping with budgeting, as well as, assisting with marketing campaigns. No day is the same! And it’s exciting to come to work every day knowing I work with great people—not only the team here but our clients as well.
I received my bachelor’s degree (B.S.) and graduated with honors in 2016 from the University of Houston-Clear Lake’s College of Business.
IN MY WORDS
It’s my belief the little things you do in business are as critical to long-term success as big, strategic decisions. For instance, when someone walks in the office, how do you greet them in a way that makes them feel confident about putting their trust (and their money) in your organization? For all the time spent finding the best software to buy or knowing where to advertise (important things, to be sure), relationships are still the heart of business.
With our PersonalCFOs working hard to ensure their clients’ financial journey is enjoyable and productive, I am committed to working just as hard to make our clients’ interactions with the firm apart from their PersonalCFO enjoyable and productive as well.
Outside of work I’ve been accused of being a gym rat, and I guess there is some truth to that. But I also enjoy playing soccer. I’ve played throughout my high school years. Every now and then, I enjoy reading in a quiet, peaceful environment. But most of all, I love spending time with family and my hyperactive Chi-Poo (Chihuahua/Poodle mix), Casper. I was born and raised in Houston, but have lived in Mexico as well. I am bilingual and look forward to putting this skill into use.