As the Client Service Administrator, Daisy provides direct support to the Client Service team and assists the team in servicing client accounts and fulfilling client requests.
Daisy joined Boston Financial Management in 2016 as the Office Coordinator. Prior to that, she held administrative positions at Emerson Investment Management and a Boston area search firm.
Daisy received a B.S. degree from Lesley University.
Daisy enjoys attending Celtics games, fitness, and cruise travel.