508 Results for

Client Services Jobs in Central Islip, NY

Jobs

Stamford, CT20 days ago

$112,000–$150,000 Per Year

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

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Babylon, NY5 days ago

$75,000–$120,000

Kforce's client, a well-respected Long Island, NY based CPA firm, is seeking a Manager/Director Transaction Services (M&A) to join their expanding practice. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

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Woodbury, NY4 days ago

$89,000–$150,000

Kforce's client, a successful, established Long Island based CPA firm with diverse client base is seeking a Manager for their Tax and Accounting Services practice. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

Uniondale, NY9 days ago

Join us at New York Life, where we empower our Sales Managers to lead with confidence and make a meaningful impact in the financial services industry. Responsibilities:Lead and inspire a dynamic sales team to achieve and exceed sales targets, fostering a culture of excellence and innovation.

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Stamford, CT5 days ago

$190,000–$335,000 Per Year

The Tax Managing Director is responsible for applying industry specific knowledge to advise clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.

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Melville, NY5 days ago

$250,000–$350,000 Per Year

The responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO’s deliverables, tools, and templates related to Section 382. Understands the technical and practical issues and opportunities regarding the taxation of corporate mergers, acquisitions, and restructurings involving corporate entities, including (but not limited to): Form and ramifications of various taxable asset and stock transactions.

Uniondale, NY8 days ago

New York Life's culture of innovation and its focus on long-term client success ensure you're not just part of a company but a community dedicated to doing good. You'll build lasting relationships founded on trust and integrity, providing tailored financial solutions that truly make a difference.

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Woodbury, NY3 days ago

$140,000–$160,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With multiple offices along the East Coast and an expanding client base, we offer professionals the opportunity to join a collaborative organization with strong leadership, growth potential, and a forward-thinking vision.

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Woodbury, NY3 days ago

$85,000–$120,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a Tax Manager, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals, and providing them with a broad range of tax services.

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Syosset, NY4 days ago

$160,000–$230,000 Per Year

Recently, Global Infrastructure Solutions Inc. (GISI), the parent company of The LiRo Group and Hill International, Inc. consolidated a portion of the highly experienced staff of both LiRo and Hill in the Northeast to create a larger, more efficient, and cost-effective team to serve clients. We work hard to build a corporate culture that empowers all our employees to freely share their ideas, know their presence, and contributions are truly valued, fostering a climate where our employees are enabled to maximize their full potential.

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Islip, NY6 days ago

licensed mental health therapist, teletherapy jobs, private practice insurance, LMFT jobs remote, LCSW telehealth, Headway provider, credentialing support, NPI required, malpractice insured Licensed Mental Health Therapist (Virtual) at Headway summary: Licensed Mental Health Therapist (LMHT) Licensed Mental Health Therapist — Are you ready to launch or expand your private practice?

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Westbury, NYToday

$180,000–$265,000 Per Year

We are a growing public accounting and advisory firm focused on providing sophisticated tax, consulting, and business advisory services to high-net-worth individuals, privately held businesses, partnerships, and multi-entity organizations. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

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Uniondale, NY4 days ago

New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.

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Freeport, NY2 days ago

$22–$24 Per Hour
Temporary
Contractor
Full-time

Friendly and professional phone and customer service skills, Strong follow-up skills, A keen eye for detail, The ability to work independently and as part of a team, A drive to rapidly master knowledge of Company services and systems, The ability to meet deadlines in a fast-paced work environment, Basic PC & office equipment knowledge (Word and Excel), A minimum typing speed: 40 WPM. The ideal candidate will have excellent communication skills and a passion for providing exceptional customer service.

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Woodbury, NY3 days ago

$140,000–$210,000 Per Year

With offices in NYC and Long Island, we provide comprehensive tax, assurance, and consulting services to high-net-worth individuals, privately held businesses, and organizations across a wide range of industries. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

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Woodbury, NY3 days ago

$180,000–$265,000 Per Year

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Woodbury, NY3 days ago

$110,000–$155,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our practice spans tax, audit & assurance, transaction services, and consulting, with deep expertise in business tax, particularly pass-through entities, closely held businesses, multi-state structures, and HNWI.

Melville, NY10 days ago

$60,000–$100,000 Per Year

Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.

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Syosset, NY4 days ago

$160,000–$230,000 Per Year

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Syosset, NY1 day ago

$180,000–$250,000 Per Year

Recently, Global Infrastructure Solutions Inc. (GISI), the parent company of The LiRo Group and Hill International, Inc. consolidated a portion of the highly experienced staff of both LiRo and Hill in the Northeast to create a larger, more efficient, and cost-effective team to serve clients. We are seeking a talented and experienced Senior Construction Project Manager in the Long Island area with experience overseeing high-profile healthcare projects with construction budgets exceeding $500 million.

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Garden City, NY5 days ago

The Premier Banker is engaged in all aspects of customer interaction involving sales, service and transaction processing, focusing on building full banking relationships with current clients and prospects, while seizing opportunities to promote, explain, recommend and cross-sell bank products and services. The Premier Banker will ensure the customer’s financial needs are met by conducting a thorough financial needs assessment and recommending appropriate solutions that fulfill the customers immediate and future needs.

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Greenwich, CTToday

$250,000–$325,000

Managing sophisticated matrimonial portfolios involving the valuation and equitable distribution of diverse assets, including closely-held businesses, private equity interests, and complex real estate holdings. They are celebrated for their "360-degree approach," ensuring that every client—from individual high-net-worth families to institutional entities—receives subject-matter expertise without the unnecessary friction of rigid hierarchy.

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Melville, NY5 days ago

$180,000–$265,000 Per Year

Business Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.

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Mineola, NY4 days ago

$155,000–$185,000 Per Year

Recently, Global Infrastructure Solutions Inc. (GISI), the parent company of The LiRo Group and Hill International, Inc. consolidated a portion of the highly experienced staff of both LiRo and Hill in the Northeast to create a larger, more efficient, and cost-effective team to serve clients. We are seeking a highly experienced and licensed Senior Associate Licensed Land Surveyor/Project Manager to take on a key leadership role within our Long Island operation.

White Plains, NY30+ days ago

Possess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S-corporations • Provide effective consulting, planning and compliance for your clients • Oversee and manage the day to day needs of your clients and tax return process including identification and resolution of tax issues • Perform tax research to resolve issues • Maintain strong relationships with a highly proactive approach to serving clients • Coordinates with Partner and staff to ensure timeliness and effective communication for proper planning of project • Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practice • Maintaining knowledge of new tax issues and general business trends impacting client. • Knowledge of hedge fund and private equity K1s • Excellent written and verbal communication skills • Capable of managing multiple client engagements • A track record of building and sustaining client relationships and high-quality client service • Outstanding analytical, organizational and project management skills.

Farmingdale, NY30+ days ago

$120,000–$150,000 Per Year

Alcott HR provides clients and business owners with customized solutions for running their business, including HR best practices, regulatory compliance, payroll, training and development, employee benefits, risk management support, workers' compensation insurance and employment related administration. As a key member of our leadership team, the Director of Client Services will proactively implement initiatives that elevate service delivery across HR, benefits, payroll and operations.

Stamford, CT30+ days ago

The ideal candidate is an experienced people leader who thrives in fast-paced environments and understands how to build accountability, clarity, and strong team culture within a service organization. This role is responsible for driving consistent execution across the client experience, supporting team development, and ensuring a high-quality, proactive partnership with our clients.

Greenwich, Connecticut8 days ago

$145,000–$248,200 Per Year

The Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.

melville, NY30+ days ago

$145,000–$248,200 Per Year

The Role Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and Proficient use of technology.

Jericho, NY30+ days ago

As a Supervisor in PCS, you will be responsible for: • Prepare and review federal and state returns, extensions, and quarterly projections, focusing mainly on high-net-worth individuals, trust returns, and affiliated entities • Interact closely with clients year round to provide innovative tax planning, consulting, and compliance services in a timely manner • Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, and proactively sharing tax saving strategies • Knowledge of Federal and State tax law • Perform tax research to resolve issues • Trains, develops and mentors junior staff • Takes an active approach to building network (internal and external) and participates in Firm business development opportunities. • Possess advanced knowledge of federal and state tax laws - individual, trust, gifts, and partnership taxation • Excellent written and verbal communication skills • Demonstrate strong client services skills • Be highly motivated and able to work individually and in team settings • Outstanding analytical, organizational and project management skills • Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus.

Stamford, CT22 days ago

Full-time

Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Deliver responsive, white-glove support to institutional clients — including CLO managers, CLO investors, hedge funds, and asset managers — escalating complex requests as needed.

Melville30+ days ago

$80,000–$115,000 Per Year

Basic Qualifications: Bachelor's Degree in Accounting or equivalent field is requiredMinimum 4+ years of recent tax compliance experience (within 2 years) within public accountingRecent experience preparing US based individual, partnership and entity returnsPreferred/Desired Qualifications:Master's Degree in Taxation or relevant field CPA (Certified Public Accountant), or parts passed towards completion, OR IRS (Internal Revenue Service) Enrolled Agent Certification Experience using GoSystems or CCH Axcess tax softwareExperience working with entertainment/production clients is a plusEisnerAmper is proud to be a merit-based employer. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.

Stamford, CT22 days ago

Full-time

Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Vesta is Valitana's specialty and credit insurance platform, automating the full policy lifecycle — from submission to runoff — for insurers, reinsurers, and MGAs/MGUs across lines including political risk, structured risk, corporate and mortgage credit, and portfolio credit (SRTs, CLOs, NAV, and fund finance).

Bridgeport, CT12 days ago

The position serves as a key liaison between clients, families, caregivers, and agency staff to ensure services are delivered safely, effectively, and in accordance with agency policies, service plans, and client needs. Conduct on-site supervisory visits in client homes to observe caregiver performance and ensure services are being delivered according to the established care plan.

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Stamford, CT3 days ago

$75,000–$90,000 Per Year

venues, vendors, suppliers, etc.)* Diligent work ethic, with the ability to balance multiple tasks simultaneously and produce quality work, while adhering to strict timelines (ex: reporting documents, client-facing decks, budgets)* Excellent project management skills* Some budget management and/or reconciliation experience preferred* An A+ organizer and communicator* Proficiency with Microsoft Office Software (specifically PowerPoint, Excel, and Word)* Ability to supervise, lead, and mentor junior employees* Flexibility and willingness to travel domestically and work weekends or holidays as needed. WHO WE'RE LOOKING FOR* A genuine passion for lifestyle culture, food, and travel, with a strong understanding of the culinary landscape.* 6+ years of agency/client service experience, with 4+ years in event planning* Proven experience managing high-profile talent relationships and strategic partnerships* Demonstrated ability to work as part of a team and to solve problems effectively and independently* Experience with on-site event management and execution* Ability to maintain relationships with key partners (e.g.

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Westbury, NY5 days ago

$23.55–$28.35 Per Hour

Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.

WHITE PLAINS, NY23 days ago

In addition to front desk and administrative responsibilities, this role also provides entry-level marketing support, including social media management, digital and print content creation, and basic marketing coordination. Handle client paperwork, including monitoring intake paperwork, creating/editing forms, uploading documents to charts, and managing closed chart processes.

WHITE PLAINS, NY23 days ago

Valley Stream, NY30+ days ago

Full-time

Your Role as Client Service Representative: As a vital member working directly in our Valley Stream, NY office, you will play a critical role in ensuring a first-class client experience. Specializing in the searching, filing, and retrieval of public records nationwide and globally, we serve leading law firms, corporations, and financial institutions with disruptive speed and efficiency.

Rye Brook, New York30+ days ago

Drive Revenue: Generate revenue by selling to new clients and retaining existing ones through consultative, needs-based solutions. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met.

Darien, CT30+ days ago

Requirements U.S. Bachelors degree or equivalent work experience required 4+ years of consulting, law, risk, compliance, communications, or other relevant professional services experience Demonstrated intellectual curiosity and integrity, including affinity and abiding interest and experience in risk and governance issues Excellent analytical and problem-solving capabilities, including working on complex, sensitive, time-critical issues, and quickly getting up to speed on unfamiliar topics Proven interpersonal and influencing skills, including a demonstrated ability to work across all levels of seniority and meaningfully engage and build trust-based relationships with peers and senior leaders Collaborates generously with others and is sought after as a key thought partner Navigates difficult situations or decisions with maturity and confidence, with ability to deliver difficult decisions to senior leaders Ability to navigate a complex and nuanced professional services/partnership environment Strong project management skills Comfort working in a fast-paced, changing environment and able to manage ambiguity with confidence Clear and effective communication skills with the ability to tailor messaging based on audience. You will support senior advisors resolve higher risk cases by, among other things: Reviewing engagements Drafting clear, comprehensive, and concise briefings and meeting materials Documenting outcomes For low and moderate risk engagements, you will directly advise senior consultants on risk management and related best practices based on your substantive knowledge and professional judgment.

Darien, CT30+ days ago

In this role, you will identify, triage, and resolve client service risk questions, offering actionable advice to CSP colleagues and supporting risk managers in reviewing complex or higher-risk cases with the Client Service Risk Committee (CSRC) and the Primary Risk-Accountable Cell Leader (PRACL). As a Healthcare Risk Specialist in Client Service Risk (CSR), you will play a key role in managing and resolving healthcare sector risks, providing expert guidance, collaborating on strategic initiatives, and fostering a culture of integrity and inclusivity.

White Plains, New York30+ days ago

What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Garden City, New York30+ days ago

What You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Jericho, New York30+ days ago

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. • Support New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients.

Kings Park, NY30+ days ago

$25,000–$65,000

The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning concepts. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Greenwich, CT30+ days ago

$65,000–$80,000 Per Year

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.

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Armonk, NY5 days ago

$50,000–$55,000 Per Year

The Client Services Associate provides insurance and investment service support by handling client requests (beneficiary changes, policy updates, loans, RMDs, withdrawals) with timely follow-up and resolution. Integrity Advisors Pension Consultants, Inc. is a family-run financial planning firm with over sixty years of practice in pension and tax strategy for closely held business owners.

Westport, CT30+ days ago

$350,000–$650,000 Per Year

In close partnership with Client Advisors, the Associate Director develops a deep understanding of each client's goals, constraints, and governance structures, translating that insight into engagement strategies that strengthen relationships and drive commercial outcomes. Sitting at the center of client relationships, this role combines strategic thought partnership, investment fluency, and operational excellence to help clients achieve their objectives through high-quality returns and differentiated insights.

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Client Services Jobs in Central Islip, NY

Tax Manager, Private Client Services bdo consulting

Manager / Director Transaction Services (M&A) Kforce Inc.

Manager - Tax and Accounting Services Kforce Inc.

Sales Manager Financial Services NYL - Nassau GO

Tax Managing Director, Core Tax Services bdo consulting

Managing Director, Transaction Advisory Services (M&A Tax) bdo consulting

Financial Services Professional NYL - Nassau GO

Senior Audit Manager, CPA firm Jobot

Tax Manager (Hybrid) Jobot

Project Manager (Academic Research) The LiRo Group

Therapist - Mental Health Services (Full-Time) Headway

Senior Tax Manager Jobot

Financial Service Professional New York Life - Nassau County General Office

Customer Service Representative TemPositions Group Of Companies

Tax Manager – Public Accounting Jobot

Tax Senior Manager – Public Accounting Jobot

Tax Manager Jobot

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Construction Project Manager (Healthcare) The LiRo Group

Senior Project Manager (Healthcare) The LiRo Group

Premier Banker Flushing Financial Corporation

Matrimonial Family Law Partner Gables Search Group

Assurance Director bdo consulting

Senior Associate Licensed Land Surveyor/Project Manager The LiRo Group

Manager - Private Client Services (50262) Citrin Cooperman & Company LLP

Director of Client Services Alcott HR

Manager of Client Services TouchCare

Senior Tax Manager - Private Client Services Andersen

Senior Tax Manager - Private Client Services (Hybrid) Andersen Tax LLC

Supervisor - Private Client Services (50261) Citrin Cooperman & Company LLP

Client Services Analyst (CLO/ABL Modeler) Valitana LLC

Tax Senior Associate - Private Client Services (PCS) TAG EisnerAmper, LLC

Client Services Analyst Valitana LLC

Client Services Supervisor Mozaic Senior Life

Experiential Director (Lifestyle - Culinary and Arts & Culture) (Payment Services Client) Octagon

Client Services Representative Cetera Financial Group Inc

Client Services Coordinator (Part-time) COGNITIVE AND BEHAVIORAL CONSULTANTS, LLP

Client Services Coordinator (Full-time) COGNITIVE AND BEHAVIORAL CONSULTANTS, LLP

Client Services Representative Platinum Filings

Client Service Manager II Gallagher

Specialist - Client Service Risk McKinsey & Co Inc

Client Service Risk Specialist - Healthcare McKinsey & Co Inc

Client Service Associate Stifel

Registered Client Service Associate Stifel

Client Service Associate Gallagher

Client Service Associate - Kings Park, NY Kestra Financial Independent Advisor

Brokerage Client Service Associate - Greenwich, CT Truist Financial Corp

Client Service Associate Vista Wealth Solutions

Associate Director, Client Service Bridgewater Associates

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