Client Service Specialist
Preeti joined Clifford Swan in 2018 as a client service specialist. In this role, she provides administrative support to clients’ investment counselors and works closely with clients in support of their goals.
Preeti received her Bachelor of Science in Financial Services with an emphasis in financial planning in 2017. Prior to Clifford Swan, Preeti served as a client service specialist at Ameriprise Financial.
“I enjoy providing our clients with a personalized and unique client service experience, where no one client feels part of a process, but rather part of a culture for generations to come.”