As a Registered Assistant at Ferrigno Financial, my primary responsibilities revolve around acting as a client liaison, preparing consolidated statements, and coordinating schedules. I pride myself on being the go-to person for clients, addressing their inquiries promptly and efficiently.
Building strong relationships and delivering excellent service is at the core of my role. With over 30 years of experience in the financial services industry, I have played an integral role in providing exceptional client support and ensuring the smooth operation of our firm.
I have been a part of the Ferrigno Financial team since 1998, and during my tenure, I have focused on organizing the efficiency of our firm's back office operations. This dedication to streamlining processes and ensuring optimal productivity earned me the Outstanding Sales Assistant award in 2005, a testament to my commitment to excellence. In terms of professional registrations, I hold the Series 6 and 63 securities licenses, which enable me to provide valuable support to our clients and contribute to the overall success of our team.
What motivates me every day is the opportunity to provide prompt and reliable client servicing. I take pride in being a dependable resource for our clients, ensuring their needs are met and their expectations exceeded. My goal is to make their experience with Ferrigno Financial as seamless and positive as possible.
I was born and raised in Highland Mills, NY, and although I spent a short time living abroad in Germany, I have always felt a strong connection to my hometown. Family is incredibly important to me, and I am proud to have raised two wonderful children who have now blessed me with two beautiful grandchildren. In my free time, I find joy in landscaping and working on home projects. These activities allow me to express my creativity and enjoy the beauty of nature. Whether it's tending to my garden or taking on DIY projects around the house, I find fulfillment in these endeavors.