Elizabeth Greer is a seasoned professional with extensive experience in client relations and financial services. Currently serving as a Senior Client Associate at Corient since February 2021, Elizabeth contributes to one of the largest integrated fee-only Registered Investment Advisors in the United States. Previously, Elizabeth held roles at TD Ameritrade as a Relationship Manager, and at Trinity Private Equity Group as Client Relations Manager, where significant accomplishments included raising over $700 million in funds and onboarding over 1,200 clients. Earlier career experiences also include positions at Burnett Oil Co., Eddie V's Restaurants, and Sensibill Medical Billing Management, showcasing a diverse skill set in administration, customer service, and operations. Elizabeth's educational background includes high school graduation from R.L. Paschal High School in 2001.
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