As a Registered Assistant at Ferrigno Financial, my primary responsibilities revolve around client servicing, preparing and processing paperwork for new accounts and transfers, and executing transactions. I specialize in providing exceptional customer service to our valued clients.
I have been working in the financial services industry since 2014, gaining valuable experience and knowledge along the way. Throughout my career, I have obtained the Series 7 and 66 securities licenses, as well as the New York State Life/Accident, and Health Insurance Agent License and the New York State Notary Public license. Before entering the industry, I obtained a Bachelor of Science in Business Administration with a concentration in accounting from West Virginia University. This educational background has provided me with a solid foundation in financial principles and attention to detail that I bring to my role.
What truly motivates me is the collaboration and teamwork among my colleagues, as well as the opportunity to assist and support our clients. I find great enjoyment in meeting new clients and learning about their unique financial journeys. I believe that the greatest value I can provide for my clients is being a helpful and friendly face they can rely on. I strive to ensure that every interaction leaves them feeling supported and confident in their financial decisions.
Originally from Washingtonville, I currently reside in Milton, New York, with my husband, Kyle, and our wonderful son, Aiden. In my free time, I cherish spending quality moments with my family, exploring local restaurants, and indulging in a good book.