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Client Services Representative

ABOUT PHYLLIS

As a VCU grad, Phyllis’s career spans various roles in the IT technology and financial services industry. Her skill include Brand Business Management, Workforce Consultation and Cash Management. Phyllis recently joined FCA and will be supporting our financial advisor with servicing client’s portfolios, preparing and processing data/paperwork related to the opening, closing and/or transferring accounts as well as assisting clients in ordering pension paperwork and 401k rollovers. A beach bum outside of work, Phyllis can be found spending time with family and friends or restoring unique vintage cars (i.e. 1928 Hupmobile).

 

CONTACT PHYLLIS