Client relationship manager
Maureen is in charge of our Client Relations Department, our day to day business operations and back office processing. As Client Relationship Manager, Maureen is tasked with establishing, maintaining, and enhancing the relationship between our advisors and clients. She can provide assistance with account questions, research and specific requests. Maureen enjoys speaking with our clients, so don't hesitate to call.
Prior to joining NxtPhase Financial Services, Maureen worked in the graphic design business, and ran her own website design company. A fifth-generation New Yorker, Maureen currently lives on Long Island with her husband and two children.