Erin is a senior Client Service Associate. She works across a variety of client engagements with the Service team to assist in transfers, account opening, research, and much more. She also has a popular internal blog series to educate about account policies and procedures in an entertaining and engaging voice.
Prior to joining the firm in 2016, Erin was a Client Service Specialist for SunTrust Banks (now Truist) in Naples, Florida where she split her time on the teller line and platform responsibilities including new account opening, compliance, customer service, and more. She was also a teller at TD Bank.
Erin received a Master of Business Administration with a specialization in Finance from Southern New Hampshire University where she was selected as the Outstanding Student in the MBA Program. She also earned her Bachelor of Science degree in Management from Keene State College.
Erin lives in Laconia, NH where she enjoys spending time with friends and family, teaching her dog circus tricks, teaching her niece and nephews bad habits, and trying out new hobbies like juggling and drone piloting.