In addition to guiding new clients through the account opening process, these services include executing investment portfolio updates, disbursing funds, processing trades and wire transfers, providing online reporting tutorials, and distributing performance and tax data reports.
Prior to joining Treasury Partners, Ms. Forde worked at Maxim Group, RBC Wealth Management, J.P. Morgan Chase and most recently in Wealth Management at Merrill Lynch/BofA.
Ms. Forde is a graduate of Monroe College, where she earned her Master of Business Administration.
She holds Series 7, 63 and 66 licenses.
Ms. Forde enjoys art, tennis, and travel.