She principally communicates with our legal partners in several jurisdictions and assists in client onboarding and documentation for international corporate and trust structures. Additionally, she plans and coordinates client trips, international travel, and itineraries for Evan and our clients. She is a technology enthusiast and skilled researcher.
She is a soon to be member of the Society for Trust and Estate Practitioners (STEP).
She has her degree in Financial Engineering and is learning multiple programming languages.
This is her LinkedIn profile.