CLIENT SERVICE ASSOCIATE
As a Client Service Associate, Joan provides a broad range of support to the advisory team and works directly with clients to manage their account needs. She handles everything from getting accounts set up to the management of cash flow needs and client requests.
Prior to joining WMS, Joan was a Senior Team Leader with CT Lien Solutions providing due diligence research to financial service companies. Joan has a Bachelor of Science degreein Political Science from Notre Dame of Maryland University.