As a Portfolio/Investment Administrator, I work with the client services team and am involved in paperwork and back office duties while also providing high quality customer service to clients. Prior to joining Agili, I worked for a local registered investment advisory and interned with the Virginia Retirement System.
- Bachelor of Business Administration in Risk Management, University of South Carolina – Moore School of Business.
When it comes to tiny moments, I enjoy…being outside as much as possible. I take joy in walking around scenic environments and observing nature.