Client Service Speicalist
(626) 792-2228 firstname.lastname@example.org
Aileen joined Clifford Swan in 2022 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 financial goals.
Prior to joining the firm, Aileen worked with international clients at Morgan Stanley. Before that, she supported a private wealth advisor at UBS Financial Services.
“I choose to be with a firm that keeps their clients’ best interests at heart, which is why I am proud to be at Clifford Swan.”
University of California, Los Angeles, Bachelor of Science, Physiological Science, 1998