Nathalie Dhani

Client Service Coordinator

About

Nathalie works as the Client Service Coordinator for the firm. She assists in all areas of client service including opening new accounts, processing cash withdrawals, scheduling meetings and onboarding new clients.

Bio

Nathalie is pursuing her Bachelor’s degree in Business Administration online, at Southern New Hampshire University.  Nathalie worked for a large Health and Pension Consulting firm where her focus was in new client implementation and overseeing the setup of multiple Service Centers.  Nathalie lives in Minneapolis and enjoys spending time with family and friends.