Wendy Tello Smith

Wendy Tello Smith has extensive experience in the financial services industry, currently serving as a New Accounts representative at The Investment Center, Inc. since November 2020. Prior roles include Cash Processing Associate and Registration/Licensing Specialist at Foresters Financial, where responsibilities ranged from managing administrative duties for mutual fund accounts to assisting Financial Representatives with licensing and asset transfers. Wendy's earlier experience at UBS involved supporting Financial Advisers in retirement planning and leading operations in various capacities to enhance firm efficiency. Wendy began a career in client service at Dean Witter Trust Company. Wendy holds a Bachelor of Science degree in Business Administration and Management from Saint Peter's University.