Allene has over 38 years of experience in the financial services industry and is the newest member of our Team. As our Client Services Specialist, she is the point of first contact for the team. In her capacity as Russ’s personal executive assistant, she’s responsible for coordinating and booking client meetings, as well as ensuring smooth and efficient day-to-day operations. Client satisfaction is Allene’s top priority, and she works diligently to handle client inquiries with care and attention.
Outside of the office, she spends time with her two adult daughters and has travelled to many countries, including Tibet, China and South Africa.