About Victoria
Victoria provides a broad range of client services and operational support for a team of wealth advisors. She is responsible for assisting clients and advisors with transactional account needs and enjoys creating a seamless experience for clients.
Victoria enjoys running, hiking with her dog Luna, and spending time with friends and family.
Education and Professional Milestones
-University of Colorado Boulder - bachelor of arts in history
-Has held roles as a financial planning associate at Northwestern Mutual and as a social media manager for a marketing agency
Victoria provides a broad range of client services and operational support for a team of wealth advisors. She is responsible for assisting clients and advisors with transactional account needs and enjoys creating a seamless experience for clients.
Victoria enjoys running, hiking with her dog Luna, and spending time with friends and family.
Education and Professional Milestones
-University of Colorado Boulder - bachelor of arts in history
-Has held roles as a financial planning associate at Northwestern Mutual and as a social media manager for a marketing agency