Manager – Trading Operations
Originally from the northeast, Claudia started her career at Lincoln Financial Group working under a financial advisor to high net-worth clients. She then followed a career in consulting and relationship management at a financial accounting and treasury software company. She is delighted to have found an opportunity to rejoin the private wealth management space with Financial Management Concepts. Claudia holds a B.B.A. in Finance and International Business from Temple University and a M.B.A. from Saint Joseph’s University.
Claudia enjoys traveling and exploring Central Florida with her husband Adrian and her dog, Toby. On the weekends, you may find her around Central Florida with her women’s running group. She’s recently completed her first half marathon and is currently training for the next one!