Customer Service

Catherine Brandon

Marketing & Customer Service Assistant

Specialization: Customer Service

Years in Financial Services: 10 yrs

Catherine Brandon serves as Marketing and Customer Service Assistant. She oversees the work flow for client relationship management, organizes and produces marketing and communication materials. In addition Ms. Brandon oversees special projects/events.

Catherine brings over nine years of executive organizational experience. Her most memorable experience is the management and oversight of a national conference with over 6,500 attendees, with site/venue selection and logistics coordination.