As our Processing Associate, Tina puts into action our onboarding procedures starting with the creation of your investment account(s). She prepares and submits new account paperwork, as well as transaction requests, including Required Minimum Distributions (RMDs). In addition to servicing clients, Tina assists with the overall maintenance of KWA’s accounts.
Tina is a nature lover who enjoys hiking and taking in sunsets. She also loves painting and spoiling her French Bulldog, Zoey.
As our Processing Associate, Tina puts into action our onboarding procedures starting with the creation of your investment account(s). She prepares and submits new account paperwork, as well as transaction requests, including Required Minimum Distributions (RMDs). In addition to servicing clients, Tina assists with the overall maintenance of KWA’s accounts.
Tina is a nature lover who enjoys hiking and taking in sunsets. She also loves painting and spoiling her French Bulldog, Zoey.
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