Client Services Manager
Dee joined MONECO in April 2023 as a Client Services Manager. She previously worked with a wealth advisory practice affiliated with Ameriprise Financial for 12 years. Her strengths are a strong work ethic, making the clients a priority and getting the job done. Her heart and soul are her two adult daughters. Spending time with her girls is so important. Dee enjoys cooking, gardening, photography and videography. She enjoys spending time with family and friends any chance she gets. As a native New Yorker, she thrives on the plethora of activities New York has to offer, especially a visit to NYC to see a Broadway show, live music and museums. Relocating to Connecticut offers new experiences and she has discovered a love for New Haven thin crust pizza!
Get to Know Dee...
Favorite part about working at Moneco: Everyone’s willingness to step up and help each other
Favorite thing to do outside of work: Spending time with friends, preparing and sharing a meal and a glass of wine
What I enjoy most about what I do: Assisting clients and co-workers and the true teamwork that comes with it
Biggest challenge: Learning and executing on all the new processes associated with my job in order to become more proficient
Quotation: “Do the best you can until you know better. Then when you know better, do better” -Maya Angelou
Vacation: Cape Cod
TV Show: Ted Lasso
Music: Rock, Alternative, Jazz, R&B
Sports Team: College Hoops, NY Mets