As an Implementation Specialist, Denise is responsible for the preparation and processing of investment account paperwork, insurance processing, and account maintenance. She works closely with the Client Relationship Managers and Associate Client Relationship Managers.
Denise has over 20 years of experience in the financial services industry supporting clients’ needs related to planning, implementation, and service. Denise has been with the Maller Wealth Advisors team for over 7 years.
Education and Certifications
Continuing Education courses related to the industry