Senior Client Associate
Serena joined The Atlantic Group in April 2018 and serves as a Senior Client Associate. She works closely with our Relationship Managers to onboard new clients and provides our clients with personalized services that foster strong client relationships. She brings over five years of experience in financial services along with over 16 years of customer service experience.
Serena’s efficiency, attention to detail and dedication to providing personal and responsive service are key to our servicing model.