Courtney A. Paradis

Courtney A. Paradis

Client Service Specialist

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.