Client Services Associate
I joined Oaktree in 2014. I’m likely the first voice you’ll hear when you call Oaktree. I handle new account set up and transfers when you come aboard as a new client. I also work closely with existing clients to provide for their needs - everything from questions about accounts to scheduling appointments with our advisors.
I previously worked for Capital Group for 9 years. I enjoy spending time with family and friends in addition to traveling with my husband.