Theresa Benjamin :: Investor Services Manager
Theresa gets an early start on her day: at the barn caring for her horses then to the office for a NYSE opening bell. She is devoted to exceeding our client’s expectations. Theresa proactively works with clients on all account servicing needs, as well as assisting in overseeing office operations and policy implementation.
Theresa’s experience in the brokerage industry began in 1990, where she worked with Jim and his father, Don Parr, at Charter Investment Group.
Regulatory Exams Passed: