Sharon came to us from David Lerner Associates where she was a Sales Assistant for over 6 years. At David Lerner, she acted as a liaison between clients and investment advisors making sure that client’s records and account information was accurate. She also was responsible for monitoring accounts and if updates were required, notifying the investment advisors of the changes that were needed. She is in the process of obtaining her New York State Insurance license.
Sharon lives in White Plains with her husband George, and two children.