As the Client Relationship Manager at Moroukian Wealth Management Group, I oversee and manage the day-to-day administrative operations and assist with compliance. With over 24 years of experience in the financial services industry, I bring a wealth of knowledge and expertise to my role. My journey began in 2000 when I entered the investment industry after attending New Hampshire Technical Institute. Over the years, I've gained valuable experience in both banking and investment sectors, holding key positions at two other investment firms before joining R. Paul Moroukian Wealth Management Group in 2008.
I hold FINRA Series 7 and 63 licenses through LPL Financial, and the New York Life, Accident, Health Insurance License, and the Notary Public designation. My role involves overseeing office and account operations, assisting with regulatory compliance, and serving as a key contact for clients with advanced questions, transactions, and account servicing requests. I most enjoy interacting with clients, developing rapport, and team building. I value a cohesive team that strives to ensure client satisfaction, making each client's experience a positive one.
I believe the greatest values I provide to my clients are service, administration knowledge, understanding, time, and compassion. My goal is always to meet and exceed client expectations, ensuring their satisfaction with our services.
A native of Broadalbin, New York, I currently reside in Fulton County. I have an adult daughter, Shauna, and one grandson, Drew. In my free time, I love riding my Harley, whether it's for out-of-state vacations, charity rides, or exploring the Adirondack mountains. As the Mohawk Valley Leader for the New York Lady Riders, I cherish the camaraderie and adventures we share. I also enjoy acrylic painting, pampering my pets Bella and Pippa, watching my grandson's basketball games, and spending time with my family friends.