Sharon is committed to fostering feelings of security and trust among Truepoint’s clients. She contributes to this effort by problem solving and troubleshooting for the advisory team, as well as for many clients. She enjoys working as part of a collaborative team effort and appreciates the opportunity to learn about so many aspects of the financial services industry.
Current role
Client Service Associate (independent Franchise Owners Network) at Wedbush Securities
Client Services Associate at Rep Data
Senior Client Service Associate at Coldstream Wealth Management
Senior Client Service Associate at Sage Mountain Advisors
Client Services Associate at Archer Education
Access the worlds's biggest network of public org charts
Learn more