Andrea is a Client Account Administrator in the Providence, Rhode Island office. As a designated resource for logistical and administrative needs, she works closely with clients to provide a trusted point of contact and to ensure a consistent, positive experience. Account-related tasks include client onboarding, reporting, coordinating with financial institutions, movement of funds, and other practical matters.
Prior to joining the firm, Andrea worked for various organizations in the financial, accounting, and health insurance industries, including BNY Mellon, Santander Bank, and CVS Caremark. Her roles included sales associate, cash management sales analyst, and account manager. She studied creative writing at Emerson College.