Preeti Chamber

Client Service Specialist

(626) 792-2228  

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.

Diamond

“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.”

AFFILIATION
Volunteer, Los Angeles Food Bank
EDUCATION
California State University Northridge, Bachelor of Science in Financial Services, emphasis in Certified Financial Planning, 2017
LANGUAGES
Hindi, Punjabi

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