Account Relationship Specialist
As the Account Relationship Specialist, Germaine is the first line of defense for our Partners when it comes to systems and training. She works closely with our Director of Training and various internal stakeholders to deliver training webinars, proactive call-outs and offer best practice solutions to ensure our Partners are utilizing the tools and training provided to run efficient and effective practices.
Germaine brings over 15 years of experience in the financial services industry, primarily focused on customer service and operations. Her career in the industry started in 2000 with Ameritrade, but she spent the majority of her tenure with a local independent broker dealer. Germaine has a positive impact on all advisors, team members, and clients that she interacts with on a daily basis. She is passionate about providing extraordinary customer service and prides herself on making sure everyone she connects with has the best experience possible.
Germaine enjoys spending any free time with her significant other, Dan, and their daughter, Robyn. She also has two Rottweilers, Athena and Apollo, that keep her very active and busy! Germaine and Dan enjoy riding their Fat Bob Harley when the weather cooperates.
Getting to know Germaine
Favorite food: Anything Italian
Hidden talent/skills: Germaine paints large abstract paintings and has sold a few in her lifetime
Favorite book: “The Dark Tower” series by Stephen King
Favorite movie or TV show: MMA/UFC and WWE (real and make-believe)
Favorite holiday: The entire period of time between Halloween and the New Year
Germaine would love to visit: France and Italy
Something on Germaine’s bucket list: Skydiving
Biggest accomplishment: Her family