Client Team Support
Samantha serves as a utility player by providing comprehensive support to our Client Service team while also coordinating the implementation of our firm’s technology plan. Whether she’s drafting meeting documents or tracking technology updates, Samantha takes on every project with ardent curiosity and a passion for outstanding internal and external client service.
Samantha brings a strong background in the financial services industry. Most recently, she held the position of Client Relationship Manager and Notary Public for Ameriprise Financial in Mount Vernon where she managed day-to-day tasks, prepped account applications, and assisted with trades, transactions and money movements. Prior to working with Ameriprise, Samantha served as the Marketing Specialist for Brothers Home Improvement in Roseville, California where she oversaw front office operations, managed marketing opportunities, and trained new staff among a myriad of duties.
When she’s not helping to serve Trellis clients, Samantha enjoys spending time with her husband and daughter, taking road trips, obsessing on jigsaw puzzles, and doing pretty much any outdoor activity.