Senior Client Service Analyst
As an Operations Analyst at Athena, Joanna is responsible for handling money movement, trading, transactions, account maintenance, as well as providing general client service pertaining to investment operations.
Prior to Athena, Joanna was a specialist in the Retirement Operations and Retirement Consulting Services departments at Commonwealth Financial Network. Joanna handled financial advisors’ inquiries regarding IRA/qualified plan distributions, taxability, plan design, product placement, vendor selection, and a variety of other topics.
- Bachelor of Science in Business Management, with concentrations in Finance and Accounting, from Babson College
ACHIEVEMENTS AND POSTS
- Previously held Series 6, 7, 24, 63, and 66 licenses