JM

Johanna Matsui

Senior Client Account Administrator at Greycourt

Johanna joined Greycourt in 2017 as a client account administrator and was promoted to senior client account administrator in 2021. In this role, Johanna is responsible for review and completion of documents for new investments, coordinating and funding investments and daily client account maintenance. Prior to joining Greycourt, Johanna worked at Fragasso Financial Advisors where she was promoted from an administrative assistant to a trading analyst. She previously worked at Mon Valley Initiative as a real estate developer.

Links


Timeline

  • Senior Client Account Administrator

    January, 2021 - present