Senior Client Services Specialist
Aldrich Wealth LP
- Individual client services
- Specialty client accounts
Linda has worked in several different industries over the past 30 years, primarily in administrative and office management roles. Three years prior to joining Aldrich, Linda provided operational and administrative support to a financial planning specialist from whom she began to learn the financial services industry.
At Aldrich, Linda helps manage the client onboarding process while providing excellent existing client care for high net worth individuals in all aspects of back office operations. She also manages the planning and processing of annual required minimum distributions and the setup of specialty third party-manager and pledged asset line accounts.
Outside of the office, Linda has taught courses for the English as a Second Language program at the Carlsbad Learning Center. She also enjoys overseeing her large Italian family’s regular gatherings and helping her husband’s gourmet grocery store in community events.