Phaedra is a dedicated member of the Client Operations team while supporting efforts throughout the company on a multitude of tasks. She has previously managed a Trust Administration Department while delivering assistance on Estate Planning matters to the estate planning attorneys. Phaedra assists our team with operational matters, client services, and regulatory compliance matters.
On a personal note, Phaedra enjoys hiking and eating out at restaurants. Her favorite type of food includes Mediterranean, Thai, and Mexican.