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 spent specifically in the financial sector as a Licensed Service Associate at AXA Equitable in Syracuse, New York. Upon her arrival to VLP in 2017, Keri’s passion for excellence and exceptional attention to detail quickly made her an integral part of the team.
Her day-to-day 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. She 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 is also our Office Manager, and works hard to ensure we all have what we need and that the office runs smoothly.
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 Syracuse, New York, Keri moved to Northern Virginia ten 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) fourteen years ago and she loves spending time with him outside of work. 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 have loved to spend time with her as an adult. As for Celebrities, former Syracuse Basketball great, Carmelo Anthony.
Place Keri would most like to visit: Italy and Bora Bora
Favorite book:Bleeding Orange, by Syracuse Basketball coach Jim Boeheim
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, and 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