Preparing for the future, as well as for the unexpected, is of great importance but often overlooked. The most rewarding part of client service is the opportunity to be part of the solution to that problem.
As an Operations Manager and Client Service Associate at AEPG® Wealth Strategies, Gina is responsible for the day –to-day client service maintenance as well as supporting corporate operations. Additionally, she provides assistance to AEPG’s Insurance team.
With over 10 years of experience in the financial services industry, Gina worked for Ameriprise Financial Services as a Registered Client Service Associate and in Operations as the Complex Manager’s Assistant at Morgan Stanley.
Gina graduated from Douglass College at Rutgers University with a Bachelor’s Degree in Political Science. As an active field hockey player, she also serves on the Board of Directors as Treasurer of the New Jersey Field Hockey Association. Gina also shares her time and experience as a member of the Women’s Club of Morristown, NJ.