Client Services Associates

Our Client Services Managers and Associates is responsible for Client account maintenance, placing trades, and setting up appointments. They also play an important role in operational and support functions for the firm.


Tricia Freund
Client Services Manager
 

Halden Conrad
Client Services Associate
   

John Davis
Client Services Associate

Natasha Suydam
Client Services Associate
   

Susan Hill
Client Services Associate

Amanda Reed
Client Services Associate