Client Service Specialist
(626) 792-2228 firstname.lastname@example.org
Mabel joined Clifford Swan in 2021 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. Her career in financial services began in 2006 at a large Los Angeles advisory firm, where her responsibilities were back-office and assistant trader.
Outside of the office, Mabel enjoys going on bike rides with her son and daughter. Additionally, she pursues hobbies including photography and woodworking.
“I am proud to say that I work with a team of people that are so passionate about what they do here at Clifford Swan.”
University of La Verne, Bachelor of Arts, Business Administration, 2014