Courtney manages client operations and is responsible for:
- Proper opening of new accounts
- Ensuring accounts are funded and maintained
- Processing financial movement of checks and transfers
- Annuity exchange execution lead
- Appointment scheduling
- Client correspondence
Courtney joined RGB Financial in 2013. Her poise, approachability, humor and natural instincts help to create a positive office experience. She graduated from the University of Hartford with a Bachelor of Science degree in Finance and Economics in 2013.
Courtney enjoys spending time with her family and resides in Bristol with her husband Bryan and her son Aiden.