As the Account Review Specialist at W3, I am responsible for overseeing the accuracy and efficiency of client reporting within our fast-paced financial planning office. I work closely with our team to ensure all account information is up to date, clearly presented, and aligned with the high standards our clients expect.
I began my journey at W3 as a summer intern in 2024 and was quickly promoted to a full-time role. It’s been incredibly rewarding to grow with the firm and take on a position that directly supports the client experience and operational success of our wealth management team.
