As Portfolio Reconciliation Specialist, Debbie is responsible for coordinating and providing advisor and client support around portfolio reconciliation, as well as ensuring exceptional client service. Debbie has broad experience in financial planning, trust administration and account reconciliation.
Prior to joining JFS, Debbie worked at NexTier Bank and Huntington National Bank in the Trust Department. She is a licensed Notary Public for the State of Pennsylvania as well as a Financial Paraplanner Qualified Professional℠.
