Employee Spotlight
I am very happy to officially announce that McKellar Ciurlizza joined us this spring as Director of Client Services. She’s only been here a few months and McKellar has already made a big positive impact on our day-to-day operations. She brings more than 14 years of financial industry experience, and it’s been wonderful to add someone to the team with her insider knowledge of client relationships. I’m sure you’ll find her conversational style to be refreshing and and her attitude welcoming.