Client Services Associate
Year joined Wellington Shields: 2017
Alice works diligently to provide assistance to our Financial Advisors and their clients by meticulously maintaining account information, processing payments, handling inquiries and problem-solving. She enjoys providing high-touch service and values the relationships she has developed with clients.
Previous Experience/Career Highlights:
Alice has worked in the financial services industry at a number of firms such as JPMorgan Chase, Allen & Company and others, as a Client Account Manager Associate, Fund Accountant, portfolio and operations administrator for over 35 years. She has had extensive experience in cross-functional teams working with portfolio managers, brokers, custodians, and consultants to ensure accurate financial reporting and reconciliation of accounts.
Other Interests and/or affiliations:
- Alice has raised two sons as a single mom. Her oldest is a NYPD Officer and the youngest is a Regional Manager for Lumber Liquidators.
- Alice proudly states that she plays guitar, writes songs and has attended over 500 concerts. She is an avid baseball fan and loves going to the stadium to watch her favorite team, the New York Mets, and experience the excitement in-person. Go Mets!