The Client Services Team at Twain Financial Partners is responsible for managing client relationships by providing comprehensive accounting support and services to ensure timely and accurate financial reporting. They handle client inquiries, facilitate smooth financial transactions, and oversee the exit processes, ensuring client satisfaction and adherence to financial regulations.
Andrea Ferguson
Senior Client Services Account...
Corey Brueggeman
Portfolio Servicing Analyst
Jessica Moore
Senior Client Services Account...
Kyle Graham
Client Services Accountant
Liza Rodriguez
Client Services Accountant
Matt Portell
Senior Client Services Admin
Phuong Kinney
Client Services Accountant And...
Sarah Criss-Montgome...
Senior Client Services Account...
Tracy Walsh
Senior Client Services Account...
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