Angie handles a wide range of responsibilities from new account onboarding to troubleshooting problems. She is committed to making sure that advisors and portfolio managers have the support they need, and that clients have a positive experience.
Prior to joining Shields & Co. (now Wellington Shields), Angie had an extensive career in the hospitality industry which schooled Angie in the importance and practices of good customer service. She spent 20 years at 3 hotel properties as an Operations Manager for banquet services and restaurants.
Angie loves traveling—especially to the beach and her lake house. She also likes to hunt for quail and turkey.