Keri is our Client Service Manager primarily responsible for Dan’s clients. She is an 18-year veteran of the client services industry, six of those years she spent specifically in the financial sector as a licensed service associate at AXA Equitable in Syracuse, New York. Keri’s focus is on managing client account transfers and transactions, as well as any account changes necessary. Keri works closely with our other Client Service Managers to ensure all client needs are handled expeditiously and accurately.
Keri is usually the one of the first smiling faces our clients see when they walk in the door, and it’s clearly evident that she thoroughly enjoys getting to know each of our clients while in the office or during conversations over the phone.
Keri holds a Bachelor’s degree from The College at Brockport, State University of New York.
Getting to Know Keri_________________________________________________________________________
Formerly a lifetime resident of New York, Keri moved to Northern Virginia seven years ago to find new opportunities, and get away from the cold! Though she now resides in Arlington, she remains a diehard Syracuse fan and you can expect to see her decked out in her blue and orange fan gear on any game day. Keri rescued a puppy (Romeo) several years ago and she loves to take him for long walks (as long as there is not a game on!) She also enjoys visiting her family in New York.
If Keri could meet anyone past or present it would be: Her Grandmother (who passed away when she was really young), Keri would love to spend time with her as an adult. As for Celebrities, definitely Lady Diana!
Place Keri would most like to visit: Italy and Bora Bora
Favorite book:Bleeding Orange- by Syracuse Basketball coach Jim Boehiem
Favorite movie:Sixteen Candles
Favorite food: Crab legs
Hidden talent: Excelling at playing the original arcade game Pac Man
Favorite holiday: Halloween!
Favorite things to do: Working out, spending time with friends, family, and her rescue pup Romeo. Also watching Syracuse Football and Basketball!!
What motivates Keri: Helping others and making her family proud.
Something on Keri’s bucket list: Sky Diving
Biggest accomplishment:Making the big move from Syracuse, NY, to Arlington, VA