Favorite Sports Team – The Yankees
Favorite Book or Movie – Educated, by Tara Westover
Ideal Dinner Guest(s) – My grandmother Betty, who passed in 1978
Qualities I Admire in Others – Academic Achievements; Don’t Take Themselves Too Seriously; A Great Sense of Humor
I’ve worked in the financial/client services field since 2015, and I enjoy the precision of it all. The answers generally have decimals and some research requirements along with lots of client interaction. Maureen handles all service requests associated with any investment product – managed money accounts, variable and fixed annuities, and brokerage accounts. She is your best resource for beneficiary changes, account re-registration, requests for distributions, address changes, bank account changes, and much more. Maureen also processes new investment account openings.
Married to Jim since 1998, and I have 3 children. I was born and raised on Long Island, NY and came to Lynchburg in 2005 for my husband’s job. Marathon and Ultra-Marathon runner/trail runner. I love to visit my kids at their respective colleges and getting back to NY to see family when possible.
Education – Associates Degree
Professional Designations – Passed Securities Industry Essentials Exam, pursuing Series 6
Memberships – Lynchburg Road Runners