Senior Client Service Specialist, San Rafael
Nothing is impossible, the word itself says “I’m possible” - Audrey Hepburn
Petra has a passion for providing world class client service and is known for her problem-solving capabilities serving clients in the financial services industry. She has completed both the Series 63 and Series 7 exams administered by FINRA and is also a Notary Public in the state of California. She brings years of experience in client services and operations, having previously held roles with Lehman Brothers, Bear Stearns and Credit Suisse. Most recently she was with Destination Wealth Management and served as their Senior Operations Coordinator. Petra is from Amsterdam and currently lives in Sonoma. In her spare time, she loves to travel, cook & listen to live music.
- Pieter Nieuwland College, Amsterdam, the Netherlands