Senior Client Service Associate, Institutional Consulting Group
Samantha joined Clearstead in 2021. As a member of the Institutional Operations group, she is responsible for account onboarding, maintenance, account transactions, and other service requests. She provides direct support to the Institutional consultants and clients. Samantha aides with internal database integrations, maintains up-to-date client information, and works with all departments to provide Institutional Clients with exceptional service.
Prior to joining Clearstead, Samantha was an Office Administrator at Renaissance Classical Academy in North Carolina. She also worked in Patient Financial Services at Cape Fear Valley Health Systems, providing customer service, and acting as point of contact for billing claims.
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
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