Livia Perlow

Livia Perlow is currently a Client Services Associate at Exemplar Financial Network. Livia previously worked as a Wealth Management Assistant at McHenry Savings Bank from January 2019 to November 2021. Prior to that, they were a Customer Service Representative at U.S. Bank from October 2017 to August 2019.

Livia Perlow has a long history of providing excellent customer service. In their current role as a Client Services Associate, they work directly with clients to provide them with the best possible service. Livia also handles the office phone, emails, and clients that walk in. In their previous role as a Wealth Management Assistant, they were responsible for handling faxes, sending and receiving documents via FedEx, as well as office mail. Livia also prepared and uploaded documents for clients via LPL Financial's clientworks system, docusign, and directly to fund companies.

Livia Perlow is currently studying to obtain their Series 7 license.

Livia Perlow received their high school diploma from Woodstock High School in the field of general studies.

Their manager is Alyssa Erickson, Client Services Director. They are on a team with Samantha LeRette - Manager of Client Services, Laurie Malone - Client Services Specialist, and Jenn Bodi - Client Services Specialist.