Client Account Specialist
Colette began her career at Fragasso as a receptionist. She then spent several years as the system administrator where she was responsible for the maintenance and administrative support of the client reporting system, which entailed updating transactions, performance and pricing files. She has since transitioned into a role as a client account specialist. Colette now works with clients to process all aspects of administrative paperwork including fund transfers and new and managed account applications.
When Colette isn’t in the office, she enjoys spending time with her family.