Associate Director
addition to guiding new clients through the account opening process, her responsibilities include assisting clients, when necessary, in accessing their online reports and statements, as well as providing tax data, disbursing funds, and processing wire transfers.
She also assists in implementing updates to client portfolios, and prepares materials in advance of client and prospective client meetings.’
Ms. Boden is a graduate of the University of Wisconsin, where she majored in Sociology with a concentration in Analysis and Research.
She also studied in Spain at the Universidad de Sevilla, and is conversant in Spanish.
