Senior Office Management Associate
Joan is a Senior Office Management Associate at Beacon Pointe Advisors. She is responsible for a variety of tasks that ensure the smooth operation of the South Carolina office. Her responsibilities include client service, database organization, and general office management duties. She is originally from New York City and attended Rutgers University, graduating with a B.A. in Economics with a concentration in Finance with a second major in English. After working for several years, she attended Saint Peter’s University and received an M.B.A. She has worked at various financial services firms, including Oppenheimer Capital, Morgan Stanley Smith Barney, and Edward Jones. In her free time, Joan enjoys visiting museums, reading, cooking, and spending time with her granddaughter.