firstname.lastname@example.org | 631.227.3900
Theresa joined GMAG in 2015.
As Client Relationship Manager, Theresa is a direct point of contact and a key resource for our clients, addressing a variety of their needs. Theresa is responsible for the overall delivery and management of our client experience to meet our standard of superior quality. Theresa works hard to ensure that client questions are answered in a thorough and timely manner. She is a team player and works closely with her colleagues so that clients receive the best information and attention the firm can provide. Our Client Service Team as a whole continuously strives to improve the firm’s processes, deliver an excellent client experience and strengthen client relationships.
Prior to joining GMAG, Theresa was a member of the Equity Capital Markets team in the Technology, Media and Telecom sector at Credit Suisse based in New York City. Prior to Credit Suisse, she completed the Finance Associate Rotation Program at Fannie Mae, based in Washington, D.C.
Theresa held the Financial Industry Regulatory Authority (FINRA) Series 79 securities license and received a Bachelor of Business Administration in Finance from James Madison University.
Theresa lives in NYC in the Tribeca neighborhood. In her spare time, she enjoys attempts at cooking and international travel.