Windy Fino
Director Of Client Services at Pensionmark Financial Group- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Providence County, Rhode Island, United States, US
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Experience
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Director Of Client Services
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Jun 2008 - Present
I have spent over a decade in the financial services industry serving the needs of corporate clients and high net worth families. I specialize in collaboratively working with clients and my team to provide a high-touch service to help all clients achieve their goals. My primary focus is to assist plan sponsors with their qualified and non-qualified retirement plans, provide relationship management, and to support PensionmarkMeridien’s wealth advisory services. I currently maintain FINRA Series 6, 26, 63, and 65 registrations Show less
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Education
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1993 - 1997
University of Rhode Island
Bachelor's degree, Business Administration, Management and Operations
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