Mandy has over 6 years’ experience working in account management and has been with Great Waters Financial since 2013. As a Portfolio Administrator, her main role is to manage the onboarding of new clients to ensure they have a seamless transition to reaching their financial goals. In addition to onboarding new clients, she manages new client applications, account transactions, monetary transfers, and addressing client questions. She recently became a new mom to a baby girl, Quinn Elise. In her freetime, she enjoys spending quality time with her family and exploring new restaurants.
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