Claudia joined Clearstead in 2019 and took on the role of Private Client Reporting Operations Coordinator in 2023 .Claudia is our data platform expert and the point person to research and resolve cash flow & return discrepancies. Claudia is also responsible for analytically reviewing investment meeting reports, conducting regular account reconciliation, assisting with new client onboarding, and leading department projects.

Claudia holds a bachelor’s degree in finance from John Carroll University.