Client Service Specialist
Maureen joined PWM in 2013 as a Client Services Specialist. In this role, Maureen is responsible for the daily operations at PWM. This includes client follow-up, distributions, scheduling and organizing internal updates. Prior to PWM, Maureen worked in the home health care field for over ten years, which made her transition into the financial service industries very easy. She is still able to be involved with helping people and creating meaningful experiences which is her life’s passion.
Provide us with your name and email and we will keep you in the loop on things that could effect your financial future.