She is responsible for introducing new clients to the Treasury Partners wealth management platform, and assisting them in completing account opening documentation. She also has additional responsibilities in the areas of trading and funds disbursement.
Ms. Eliasz began her career in 2015 with First Republic Private Wealth Management. During her tenure with that firm, she supported a wealth management team servicing high net worth clients.
She holds Series 7 and 66 securities licenses, and has passed the CFA Level 1 examination.
Ms. Eliasz is a graduate of Drexel University, where she earned a B.S. in Business Administration with a concentration in Finance and Management Information Systems.
She is a volunteer with iMentor, an organization dedicated to providing support services to high school students from underprivileged communities throughout New York City.
Ms. Eliasz is also a member of New York Road Runners, and is engaged in the organization's various volunteer and charitable programs, which include the New York City Marathon.